Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jul 18, 2019 Fed’s Emerging New Paradigm, Yield Curve, Waller & Shelton
Jul 10, 2019 Multi-Layered Dovishness
Jul 06, 2019 Trump & the Washington Playbook
Global Reports
Jul 19, 2019 Troika Sweepstakes: EC, ECB & IMF
Jul 13, 2019 Greece & Turkey Seeking Growth Policies
Jul 10, 2019 Pro-Brexit Johnson Improving on Fiscal Policy
Recommended Readings
Jul 20, 2019 Now, Even Iran’s Hard-Liners Talk of Dialogue With Trump
Jul 19, 2019 Trump’s Tweets & Immigration 2020
Jul 18, 2019 Rand Paul’s Golf Course Diplomacy
Jun 28, 2019 Containing The Trade War With China
Jun 27, 2019 Trump Ready to Move on Capital Gains Indexation?
Jun 20, 2019 Trump: ‘I Want to Get Out Of These Endless Wars’
Jun 01, 2019 China’s Rare Earth Threat in Perspective
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  
July 2019 June 2019
May 2019 April 2019
March 2019 February 2019
January 2019 December 2018
November 2018 October 2018
September 2018 August 2018
July 2018

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