Bretton Woods Research, LLC
A Macro Research Firm

Domestic Reports
May 24, 2017 Mulvaney & Mid-Terms
May 18, 2017 Russia Gate as Trump Leaves the Country
May 16, 2017 Intel, Taxes, Market Valuations & Fed Balance Sheet
Global Reports
May 26, 2017 Brazil: Pension & Labor Reforms Don’t Matter
May 26, 2017 UK Facing Hung Parliament?
May 12, 2017 Optimistic About Korea, Pessimistic About France
Recommended Readings
May 27, 2017 Bullard: Pump the Brakes on Rate Hikes
May 23, 2017 Elusive GOP Consensus on Tax Reform?
May 17, 2017 Comey`s revenge is a gun without powder
May 09, 2017 Who`s Holding Up Tax Cuts?
Apr 24, 2017 France`s Great Populist Divide
Apr 19, 2017 Why Are Republicans Making Tax Reform So Hard?
Apr 13, 2017 President Trump’s First Statement on the Dollar & Rates
Supply-Side Portfolio
May 19, 2017 HCMT: Brazil Up Big Today
May 18, 2017 HCMT: Crisis & Opportunity With Brazil
Feb 01, 2017 HCMT Update: Cocoa, Russia & the Yen
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 World Ranking/Global Outlook
2016 Global Outlook: By Region & Major Countries -- 1/2016
MSCI Rankings: February 2015 Issue -- 2/2015
MSCI Rankings: June 2014 Issue -- 6/2014
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  
May 2017 April 2017
March 2017 February 2017
January 2017 December 2016
November 2016 October 2016
September 2016 August 2016
July 2016 June 2016
May 2016

List all months since BWR inception