Bretton Woods Research, LLC
A Macro Research & Forecasting Firm

Domestic Reports
Oct 19, 2017 BWR Slides: Tax cuts, Tax cut, Tax Cuts!!!
Oct 06, 2017 Fed Sweepstakes & Tax Wrinkles
Sep 27, 2017 Tax Cuts, Yellen & Alabama
Global Reports
Oct 23, 2017 Japan: Abe Wins; Nikkei Outlook
Oct 18, 2017 Tax Cuts Sweep Europe
Oct 16, 2017 Austria: Europe’s Tax Cutters Continue Their Ascent
Recommended Readings
Oct 18, 2017 Search for a New Fed Paradigm
Oct 11, 2017 Bradley: Triumph of the Putin Doctrine?
Oct 10, 2017 Citizen Trump: Negotiator-in-chief
Oct 09, 2017 Trump v. Corker: It`s About Policy
Oct 07, 2017 Calm Before the Storm: Iran
Sep 19, 2017 Lighthizer: Chinese Mercantilism, an Unprecedented Threat
Sep 18, 2017 North Korean Variable in Context
Supply-Side Portfolio
Jun 30, 2017 HCMT: Philippines & Its Pro-Growth Strongman?
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  
October 2017 September 2017
August 2017 July 2017
June 2017 May 2017
April 2017 March 2017
February 2017 January 2017
December 2016 November 2016
October 2016

List all months since BWR inception