Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jan 15, 2020 January Monthly Macro Review
Jan 15, 2020 Dem Debate VII: Biden Plays His ‘Unify’ Card
Jan 08, 2020 No Americans Were Harmed: Iran’s Casualty-free Retaliation
Global Reports
Jan 10, 2020 2020 Global Political Calendar
Jan 03, 2020 US Drone Strikes & Iraq/Iran
Dec 13, 2019 Britain: Boris in Command
Recommended Readings
Jan 13, 2020 Closer Ties Ahead Between Tehran & Riyadh?
Jan 01, 2020 Buchanan: Will War Derail Trump`s Reelection?
Dec 23, 2019 What Happened to Europe`s Political Center?
Dec 18, 2019 UK`s Phillip Hammond: Brexit, a Multi-step Process
Dec 17, 2019 Steve Bannon`s Guardian Interviews
Nov 27, 2019 Trump`s Growing Political Capital?
Nov 22, 2019 Should Trump Go to Trial?
Supply-Side Portfolio
Nov 26, 2019 HCMT: Six ETFs to End the Year
Oct 02, 2019 HCMT Note: Treasuries
Sep 20, 2019 HCMT: Upside to India`s Big Bang
White Papers and Essays
2017 Outlook: The Year of Trump -- 1/2017
2016 Outlook: On Verge of Deflationary Recession -- 1/2016
2015 Outlook -- 1/2015
MSCI ACWI Outlook
MSCI EM: Review & Forecasts -- 9/2017
MSCI Developed: Tax Cuts in Norway, Denmark & Hong Kong -- 8/2017
2016 Global Outlook: By Region & Major Countries -- 1/2016
High Convicton Macro Trades
HCMT Update: Raising Our Stop on Treasuries -- 2/2016
BoJ Goes NIRP; HCMT Update -- 1/2016
HCMT: Fed’s Policy Error = Today’s Opportunity -- 1/2016
Global Political Calendar
2016 Global Outlook: By Region & Major Countries -- 1/2016
2013 Global Political Guide -- 2/2013
Run-Down of This Weekend`s European Elections -- 5/2012
Domestic Market Report Global Market Report
Recommended Readings MSCI World Rankings
High Conviction Macro Trades US Election Watch
Global Political Calendar  
January 2020 December 2019
November 2019 October 2019
September 2019 August 2019
July 2019 June 2019
May 2019 April 2019
March 2019 February 2019
January 2019

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