Bretton Woods Research, LLC

Latest Publications
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

Particular Pieces of Interest
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

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