Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Nov 13, 2019 Powell Testifies; Trump`s NY Speech; Impeachment Begins; Hillary?
Nov 06, 2019 GOP Lessons From KY, VA, MS Elections
Nov 02, 2019 China, Impeachment, & Fed Funds Futures
Global Reports
Nov 12, 2019 Russian Optimism Begins With Europe
Nov 03, 2019 As The World Churns: A Year Of Global Protests
Oct 29, 2019 Brexit by Christmas?
Recommended Readings
Nov 13, 2019 Impeachment Pantomine
Nov 11, 2019 Macron: We Are Witnessing the Brain Death of NATO
Oct 29, 2019 Takeaways From China`s Fourth Plenum
Oct 21, 2019 Hillary, Tulsi, & the Russia Delusion
Oct 17, 2019 Brexit Math
Oct 16, 2019 How Trump`s Right on Syria
Oct 09, 2019 The Manifold Risks With China
Supply-Side Portfolio
Oct 02, 2019 HCMT Note: Treasuries
Sep 20, 2019 HCMT: Upside to India`s Big Bang
Jul 31, 2019 HCMT: The Case for Turkey
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 2019 October 2019
September 2019 August 2019
July 2019 June 2019
May 2019 April 2019
March 2019 February 2019
January 2019 December 2018
November 2018

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