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 | 89 | Subscribers | Read | arkominaresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
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.
The Strait of Hormuz Blockade: Why Iran Will Likely Fold and What It Means for Oil Prices and Stocks
The situation in the Middle East has been pretty chaotic over the last few weeks and months.
US and Iranian talks failed. Now what?
The US and Iran engaged in a direct negotiation that lasted 21 hours over the weekend.
Mar 2026 CPI Estimate and Feb 2026 PCE Estimate
After the ceasefire in the Middle East, we can all return to the usual things bothering the markets, like inflation. And we will get plenty of inflation data this week because not only will we get the newest CPI on Friday (8:30 am ET), but ...
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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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