Bretton Woods Research, LLC
A Macro Research Firm

Domestic Reports
Sep 21, 2017 Cassidy-Graham & 2018
Sep 13, 2017 Why Tax Cuts Will Happen II
Sep 07, 2017 Treasury Yields, Tax Cut Uncertainty & Trump’s Pivot
Global Reports
Sep 22, 2017 Germany & Japan: Elections and Tax Cuts
Sep 19, 2017 Emerging Markets: Review & Forecasts
Sep 05, 2017 Reaching a Dead-end With NK Sanctions?
Recommended Readings
Sep 19, 2017 Lighthizer: Chinese Mercantilism, an Unprecedented Threat
Sep 18, 2017 North Korean Variable in Context
Sep 11, 2017 Bannon Declares War on GOP Establishment
Aug 22, 2017 Tax Reform Progress!
Aug 17, 2017 Bannon & Washington Consensus on Trade?
Aug 01, 2017 Why Tax Cuts Will Happen
Jul 27, 2017 Bannon’s Buffett Tax Gambit
Supply-Side Portfolio
Jun 30, 2017 HCMT: Philippines & Its Pro-Growth Strongman?
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  
September 2017 August 2017
July 2017 June 2017
May 2017 April 2017
March 2017 February 2017
January 2017 December 2016
November 2016 October 2016
September 2016

List all months since BWR inception