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 | 93 | Founded | 2 years ago | Last Issue | 7 days ago |
| Active | |||||
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arkominaresearch.substack.comLatest Issues
Apr 2026 CPI Estimate
Tomorrow at 8:30 am ET, we will get the long-awaited Apr CPI.
Tomorrow at 8:30 am ET, we will get the long-awaited Apr CPI. This report is important for understanding the impact of the oil shock on inflation. If the CPI is cooler, it could...
Trump’s Hormuz Escort Move Is About to Turn Oil Shortage Into Glut
With all the events today, it seems like the situation in the Middle East is starting to escalate again. First, President Trump announced that the US Navy would start escorting commercial ships out of the Strait of Hormuz under Project Free...
Mar 2026 PCE Inflation
In about 40 minutes, we will get the Mar PCE Inflation.
In about 40 minutes, we will get the Mar PCE Inflation. Without much further ado, here are my estimates…
Powell’s Last Meeting: Warsh’s Fed, Lower Rates, and What It Means for Stocks
This week will be Jay Powell’s last meeting as Fed Chair.
This week will be Jay Powell’s last meeting as Fed Chair. That is, of course, if Kevin Warsh is confirmed by the Senate over the coming weeks. The first step towards that confirmati...
Kevin Warsh’s Confirmation Hearing: Why His Fed Plan Is the Opposite of Powell’s and What It Means for Markets
Kevin Warsh just appeared before the Senate Banking Committee for his Fed Chair confirmation hearing.
Kevin Warsh just appeared before the Senate Banking Committee for his Fed Chair confirmation hearing.
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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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