Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Oct 15, 2018 As the Fed Debate Turns, Where Are GOP’s Doves?
Oct 11, 2018 Trump, the Fed & Midterms
Oct 04, 2018 Powell Opens a Can of Volatility
Global Reports
Oct 19, 2018 Oil & Expelling Iran From Swift
Oct 18, 2018 Rome-EU Negotiations: Rough Start; FOMC & China
Oct 15, 2018 Europe Politics: Sweden, Germany, Italy
Recommended Readings
Oct 16, 2018 Khashoggi & Saudi Vulnerability
Oct 05, 2018 Emerging Trade Consensus & Democrats
Sep 14, 2018 Trump`s Leadership & Woodward`s Fear
Aug 28, 2018 Leaving Afghanistan?
Aug 22, 2018 Manafort, Cohen & President Trump
Aug 08, 2018 What Might Cause China to Blink on Trade?
Jul 27, 2018 Democrats Divided as Republican Tailwind Strengthens
Supply-Side Portfolio
Sep 04, 2018 HCMT: Argentina
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  
October 2018 September 2018
August 2018 July 2018
June 2018 May 2018
April 2018 March 2018
February 2018 January 2018
December 2017 November 2017
October 2017

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