Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Dec 10, 2018 On Heels of Bullard’s Broadside, Moore Opens Fire on Fed
Dec 07, 2018 It`s All About the Fed
Dec 03, 2018 Fedwatch: Trump Thumbs Up; New Framework; November Minutes
Global Reports
Dec 06, 2018 Macron’s Retreat; Decision Day for Germany’s CDU
Nov 19, 2018 Global: Saudi Arabia; Iran; Brexit
Nov 12, 2018 UK: May’s Sinking Soft Brexit Proposal
Recommended Readings
Nov 30, 2018 China-US Long-Term Rivals, Equals?
Nov 19, 2018 Healthcare as the Democrats’ Latest Weapon
Nov 17, 2018 Harker’s WSJ Interview: “Not Convinced” on December Rate Hike
Oct 16, 2018 Khashoggi & Saudi Vulnerability
Oct 05, 2018 Emerging Trade Consensus & Democrats
Sep 14, 2018 Trump`s Leadership & Woodward`s Fear
Aug 28, 2018 Leaving Afghanistan?
Supply-Side Portfolio
Sep 04, 2018 HCMT: Argentina
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  
December 2018 November 2018
October 2018 September 2018
August 2018 July 2018
June 2018 May 2018
April 2018 March 2018
February 2018 January 2018
December 2017

List all months since BWR inception