Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jan 14, 2019 Brief – Full Weight of Yellen Comments Reveal Stay-the-Course Fed
Jan 14, 2019 Brief - Yellen: Trump Is Right
Jan 10, 2019 2019 Outlook: Will the Fed Bring on Recession?
Global Reports
Jan 17, 2019 UK: May Stronger After Brexit-lite Failure?
Jan 12, 2019 Britain: Don’t Underestimate May’s Political Skills
Dec 16, 2018 What Happens If May’s Brexit Deal Dies?
Recommended Readings
Jan 07, 2019 Surging Populism & European Parliament Elections
Dec 21, 2018 Trump’s Syria Withdrawal: Ample Room for Doubt
Dec 15, 2018 China’s Manufacturing Recession Up Close
Nov 30, 2018 China-US Long-Term Rivals, Equals?
Nov 19, 2018 Healthcare as the Democrats’ Latest Weapon
Nov 17, 2018 Harker’s WSJ Interview: “Not Convinced” on December Rate Hike
Oct 16, 2018 Khashoggi & Saudi Vulnerability
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 2019 December 2018
November 2018 October 2018
September 2018 August 2018
July 2018 June 2018
May 2018 April 2018
March 2018 February 2018
January 2018

List all months since BWR inception