Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Oct 22, 2020 BWR`s October 2020 Macro Review
Oct 16, 2020 Dueling Town Halls: Trump vs Biden
Oct 13, 2020 Three Weeks Left: Markets Shift Toward...?
Global Reports
Oct 19, 2020 India and Its Post-Covid Future
Oct 14, 2020 Trump`s Middle East Design
Sep 30, 2020 Biden or Trump, China Will Weather the Storm
Recommended Readings
Oct 15, 2020 Biden`s Laptop & BigTech Censorship
Sep 24, 2020 Waning Confidence in Team Biden?
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
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  
October 2020 September 2020
August 2020 July 2020
June 2020 May 2020
April 2020 March 2020
February 2020 January 2020
December 2019 November 2019
October 2019

List all months since BWR inception