Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Jun 19, 2018 China, the Fed & Growth Outlook
Jun 07, 2018 Renewed Fed Aggression & Conditions for Pause
May 24, 2018 FOMC Minutes, Jobless Claims & Trade Flux
Global Reports
Jun 18, 2018 Merkel at Risk?
Jun 08, 2018 Emerging Market Troubles & Trump’s Trade Objective?
Jun 06, 2018 Italy-EU Collision Course
Recommended Readings
Jun 20, 2018 German Automakers Support Trump’s Zero-Tariff Gambit
Jun 05, 2018 The Overseas Expansion of Chinese Steel & Tariffs
May 31, 2018 Left-Right Coalition May Get Second Crack in Italy
May 22, 2018 Kashkari: Phillips Curve Flatness Triumph of Fed Policy?
May 14, 2018 Trump Tweets Cool Trade Tensions
May 11, 2018 Mexico’s Populist Seeking a Political Majority
May 09, 2018 Mexico`s Populist
Supply-Side Portfolio
Apr 13, 2018 HCMT: Oil & Nasdaq 100
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  
June 2018 May 2018
April 2018 March 2018
February 2018 January 2018
December 2017 November 2017
October 2017 September 2017
August 2017 July 2017
June 2017

List all months since BWR inception