Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Aug 19, 2019 Yield Curve Problem, HK Factor, Growth Rate Debate & Jackson Hole
Aug 07, 2019 Sputtering Growth & Recession Math
Aug 05, 2019 The Fed, New Tariffs, Currency Manipulation & Market Extremes
Global Reports
Aug 13, 2019 Tariffs, Hong Kong, & Argentina
Jul 30, 2019 UK: Hardening Brexit Talk, Boris the Brave & Elections?
Jul 19, 2019 Troika Sweepstakes: EC, ECB & IMF
Recommended Readings
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
Jul 20, 2019 Now, Even Iran’s Hard-Liners Talk of Dialogue With Trump
Jul 19, 2019 Trump’s Tweets & Immigration 2020
Jul 18, 2019 Rand Paul’s Golf Course Diplomacy
Jun 28, 2019 Containing The Trade War With China
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  
August 2019 July 2019
June 2019 May 2019
April 2019 March 2019
February 2019 January 2019
December 2018 November 2018
October 2018 September 2018
August 2018

List all months since BWR inception