Arkomina Research
Marko BjegovicSubscribe for all CPI, PCE, inflation, Fed, labor market, macro, and market-related topics. For more visit ArkominaResearch.com.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 72 | Subscribers | Read | arkominaresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Oct 2025 CPI Estimate
Due to the government shutdown, we will not get the October CPI on Thursday, November 13.
Sep 2025 CPI Estimate
Due to the government shutdown, we will not get the September CPI tomorrow, but it will go out on Friday, Oct 24. Given the lack of crucial data (primarily the September Employment Report, PPI, and retail sales), September CPI could be even...
Government shutdown, labor markets, and the Fed
Since the government is shut down, we didn’t get the BLS Employment Report for September on Friday.
Aug 2025 PCE Inflation Estimate
On Friday at 8:30 am ET, we will get the Aug PCE inflation, which will be an important piece of information in determining what the Fed does next.
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Authors
The writers behind this newsletter.
Marko is a founder of Arkomina, based in London, UK. He has over 17 years of financial markets experience. Prior to founding Arkomina, Marko was an equity broker, investment advisor, investment manager and chief bank macroeconomist.
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