Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Mar 23, 2019 Factors at the Margin & Steve Moore at the Fed?
Mar 20, 2019 Fed Policy Lagging Market Expectations
Mar 11, 2019 Powell; Support for No Deal Brexit Rising; China
Global Reports
Mar 15, 2019 Brexit Extended, But for How Long?
Mar 08, 2019 Brexit: Next Wednesday, Labour Rebels, and Other Relevant Dates
Feb 21, 2019 UK PM May Fails Again; Italy’s Salvini Rising; Spain Elections
Recommended Readings
Mar 18, 2019 UK: Bercow Stops May Cold?
Feb 05, 2019 The Criminalization of China Inc?
Feb 04, 2019 Fed Should Adopt CRB Price Target?
Jan 28, 2019 Paul Cox`s Radical Theory For What’s Causing Alzheimer’s
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
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  
March 2019 February 2019
January 2019 December 2018
November 2018 October 2018
September 2018 August 2018
July 2018 June 2018
May 2018 April 2018
March 2018

List all months since BWR inception