Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Aug 11, 2020 Sputnik V & Triangulation, Part Deux
Aug 06, 2020 Elections Watch: Dem Party’s Progressive Express Chugs On; Biden vs. Trump Binary
Jul 31, 2020 Contraction Under a Fed Put, CV-19 Surge, NATO 2.0
Global Reports
Jul 14, 2020 UK: Sunak`s Stimulus and Hong Kong
Jun 27, 2020 Russia: Putin Tacking to the Middle; Decentralizing Power
Jun 22, 2020 China`s Post-Covid-19 Outlook
Recommended Readings
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?
Jul 08, 2020 Kanye West and the Next 30 Days
Jul 06, 2020 Trump`s Rushmore Moment
Jul 02, 2020 Forbes.com Censors ‘Climate Scare’ Apology
Jun 28, 2020 Propaganda & that Dope Story on Russia Paying Taliban to Kill US Troops
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  
August 2020 July 2020
June 2020 May 2020
April 2020 March 2020
February 2020 January 2020
December 2019 November 2019
October 2019 September 2019
August 2019

List all months since BWR inception