Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Apr 01, 2020 Hoping for a Model Failure
Mar 25, 2020 After Fiscal & Monetary Alignment, a Choppy, Drawn-Out Climb Back?
Mar 21, 2020 Mitigation Overkill, Italy Turns the Corner, COVID Geopolitics
Global Reports
Apr 07, 2020 Europe Closing Out COVID-19`s Acceleration Phase
Mar 18, 2020 European COVID19 Responses: UK, France, Italy, Spain, Denmark
Feb 11, 2020 Ireland: The Center Falls
Recommended Readings
Apr 08, 2020 Humanity`s COVID-19 Learning Curve
Mar 30, 2020 China and Global Trust
Mar 18, 2020 Locking Down 83% of the Economy So Healthcare Is Not Overwhelmed
Mar 04, 2020 After FOMC`s COVID19 Cut: Little Ammo Left Among Major Central Banks
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
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  
April 2020 March 2020
February 2020 January 2020
December 2019 November 2019
October 2019 September 2019
August 2019 July 2019
June 2019 May 2019
April 2019

List all months since BWR inception