Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Sep 13, 2019 Democratic Debate III Highlights: Candidates’ Clashing Policies
Sep 11, 2019 Fed "Boneheads," NIRP, & Bolton
Sep 06, 2019 Tariffs, the Yield Curve, & Cooling Labor Markets
Global Reports
Sep 12, 2019 Between Draghi`s NIRP & Trump`s Jaw
Aug 27, 2019 UK: Boris’s ‘Touch and Go’ Moment
Aug 22, 2019 Hong Kong Hits An Inflection Point?
Recommended Readings
Sep 10, 2019 Undeclared Bidding War on Iran?
Sep 03, 2019 The Brain Behind Boris?
Aug 28, 2019 Brexit Politics: Queen Agrees to Suspend Parliament
Aug 27, 2019 Dudley: Time to Weaponize the Fed
Aug 09, 2019 Xi Jinping’s Heady Challenges
Aug 06, 2019 China Steps Back From Weaponizing the Yuan
Jul 24, 2019 Mueller Hearings: A Howling Dud
Supply-Side Portfolio
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  
September 2019 August 2019
July 2019 June 2019
May 2019 April 2019
March 2019 February 2019
January 2019 December 2018
November 2018 October 2018
September 2018

List all months since BWR inception