Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
May 13, 2019 China’s Weakening Tit-for-Tat Strategy & Today’s Selloff
May 08, 2019 US-China Trade Talks & Higher Tariffs
May 03, 2019 Outlines of Trumpcare Strategy Emerge
Global Reports
May 15, 2019 The Bolton-Pompeo Pressure Campaign on Iran
May 02, 2019 Greek Market Optimism & October Elections
Apr 30, 2019 Spain’s Split Electorate; Macron’s Zero-Sum Dogma; Merkel Exit Scenario
Recommended Readings
May 16, 2019 MMT Rocks Tokyo’s Fiscal Discussion
May 09, 2019 Trump Questions Bolton on Venezuela
May 02, 2019 Powell Resets Fed Expectations
Apr 22, 2019 Shelton: Case for Monetary Regime Change
Apr 18, 2019 Cain: Time for a New Approach at the Fed
Apr 16, 2019 Administration Misfire on Venezuela?
Apr 10, 2019 Did the White House Just Declare "Open Season" on Iran`s Special Forces?
Supply-Side Portfolio
Feb 23, 2019 HCMT: ETFs for a Weakened Global Economy and a Chastened Fed
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  
May 2019 April 2019
March 2019 February 2019
January 2019 December 2018
November 2018 October 2018
September 2018 August 2018
July 2018 June 2018
May 2018

List all months since BWR inception