Bretton Woods Research, LLC

Latest Publications
Domestic Reports Jan 15, 2020 January Monthly Macro Review Jan 15, 2020 Dem Debate VII: Biden Plays His ‘Unify’ Card Jan 08, 2020 No Americans Were Harmed: Iran’s Casualty-free Retaliation	Global Reports Jan 10, 2020 2020 Global Political Calendar Jan 03, 2020 US Drone Strikes & Iraq/Iran Dec 13, 2019 Britain: Boris in Command	Recommended Readings Jan 13, 2020 Closer Ties Ahead Between Tehran & Riyadh? Jan 01, 2020 Buchanan: Will War Derail Trump`s Reelection? Dec 23, 2019 What Happened to Europe`s Political Center? Dec 18, 2019 UK`s Phillip Hammond: Brexit, a Multi-step Process Dec 17, 2019 Steve Bannon`s Guardian Interviews Nov 27, 2019 Trump`s Growing Political Capital? Nov 22, 2019 Should Trump Go to Trial?
Supply-Side Portfolio Nov 26, 2019 HCMT: Six ETFs to End the Year Oct 02, 2019 HCMT Note: Treasuries Sep 20, 2019 HCMT: Upside to India`s Big Bang

Particular Pieces of Interest
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

January 2020	December 2019
November 2019	October 2019
September 2019	August 2019
July 2019	June 2019
May 2019	April 2019
March 2019	February 2019
January 2019
List all months since BWR inception

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