Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Nov 15, 2018 Powell in Dallas, Treasuries, and Oil/Gold
Nov 12, 2018 Democrats’ “Subpoena Cannon” Amid the Fed’s War on Growth
Nov 10, 2018 Healthcare Wins Midterms & the Fed
Global Reports
Nov 12, 2018 UK: May’s Sinking Soft Brexit Proposal
Oct 29, 2018 Germany & Brazil: Electorates Seeking New Leadership
Oct 19, 2018 Oil & Expelling Iran From Swift
Recommended Readings
Nov 17, 2018 Harker’s WSJ Interview: “Not Convinced” on December Rate Hike
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?
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  
November 2018 October 2018
September 2018 August 2018
July 2018 June 2018
May 2018 April 2018
March 2018 February 2018
January 2018 December 2017
November 2017

List all months since BWR inception