Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Feb 26, 2020 DemDebate X: `Comeback Kid` Bloomberg, Sanders Steadies, Biden Abides
Feb 25, 2020 Pandemic Drag
Feb 24, 2020 Corona Deaths Spread; Sanders Surge Continues
Global Reports
Feb 11, 2020 Ireland: The Center Falls
Feb 10, 2020 Germany: Search for Merkel`s Successor, Beyond Her Control?
Jan 28, 2020 Why Salvini Remains Italy`s Man at the Margin
Recommended Readings
Feb 12, 2020 Merz: Time to Cut Taxes, Time to Improve!
Feb 07, 2020 Carville Interview: "We`re Losing Our Damn Minds"
Jan 29, 2020 Trump`s Middle East Peace Plan: Facts on the Ground
Jan 21, 2020 Emergent Bipartisan Consensus: Time for Smaller Mideast Footprint?
Jan 13, 2020 Closer Ties Ahead Between Tehran & Riyadh?
Jan 01, 2020 Buchanan: Will War Derail Trump`s Reelection?
Dec 23, 2019 What Happened to Europe`s Political Center?
Supply-Side Portfolio
Nov 26, 2019 HCMT: Six ETFs to End the Year
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  
February 2020 January 2020
December 2019 November 2019
October 2019 September 2019
August 2019 July 2019
June 2019 May 2019
April 2019 March 2019
February 2019

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