Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Nov 15, 2017 Senate Tax Markup, Fed More Dovish in 2018?
Nov 09, 2017 Senate Roils Market; Democrats Retool
Nov 08, 2017 Soft-Core Populism Fizzles Out in VA
Global Reports
Nov 20, 2017 End of the Merkel Era?
Nov 06, 2017 Saudi Purge & Collision Course with Iran
Nov 03, 2017 Xi Jinping’s China: Blue Skies, But Red Markets?
Recommended Readings
Nov 20, 2017 After Tax Cuts, Focus to Shift to Trade & China
Nov 16, 2017 Why Ron Johnson Is a No on Senate Bill
Nov 02, 2017 Ways & Means Talking Point on Tax Bill
Oct 25, 2017 What Most People Don`t Know about John Taylor
Oct 18, 2017 Search for a New Fed Paradigm
Oct 11, 2017 Bradley: Triumph of the Putin Doctrine?
Oct 10, 2017 Citizen Trump: Negotiator-in-chief
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  
November 2017 October 2017
September 2017 August 2017
July 2017 June 2017
May 2017 April 2017
March 2017 February 2017
January 2017 December 2016
November 2016

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