Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Sep 20, 2018 Treasury Outlook: Macro Tailwinds & November Elections
Sep 17, 2018 FedWatch: Brainard, Bostic, Daly & the Yield Curve
Sep 08, 2018 Elections Watch: Key Issues, Texas, Florida, & a Black Swan
Global Reports
Sep 21, 2018 China: Beijing’s October Surprise on Tariffs?
Sep 12, 2018 Idlib in Perspective
Sep 04, 2018 Argentina`s Downward Spiral
Recommended Readings
Sep 14, 2018 Trump`s Leadership & Woodward`s Fear
Aug 28, 2018 Leaving Afghanistan?
Aug 22, 2018 Manafort, Cohen & President Trump
Aug 08, 2018 What Might Cause China to Blink on Trade?
Jul 27, 2018 Democrats Divided as Republican Tailwind Strengthens
Jul 19, 2018 Syria and the Helsinki Summit
Jun 20, 2018 German Automakers Support Trump’s Zero-Tariff Gambit
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 2018 August 2018
July 2018 June 2018
May 2018 April 2018
March 2018 February 2018
January 2018 December 2017
November 2017 October 2017
September 2017

List all months since BWR inception