Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Sep 22, 2020 BWR`s September 2020 Macro Review
Sep 17, 2020 FedWatch: Powell May Never Raise Rates Again; Bond Yield Scenarios
Sep 15, 2020 Trump’s Strengthening Tailwinds
Global Reports
Sep 03, 2020 Suga Lines Up as Japan’s Post-Abe Premier
Aug 31, 2020 Britain: Sunak’s Pickle
Aug 21, 2020 UK`s Economy Looks to Get Out Covid-19 Jail
Recommended Readings
Sep 18, 2020 Kashkari’s Dissent & the Expansion
Aug 31, 2020 Gaming Out a Contested Election
Aug 26, 2020 Victory Over Covid-19 Before a Vaccine
Aug 17, 2020 Deep State vs. Trump`s Pick for Berlin
Aug 03, 2020 Admonitions to a Stiff-Necked Elite
Jul 31, 2020 Big Tech Hearing Breaks the Seal
Jul 13, 2020 SCOTUS on Trump Tax Returns: Win, Lose or Draw?
Supply-Side Portfolio
Jul 28, 2020 High Conviction Macro Trades With Higher Gold
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 2020 August 2020
July 2020 June 2020
May 2020 April 2020
March 2020 February 2020
January 2020 December 2019
November 2019 October 2019
September 2019

List all months since BWR inception