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 | 99 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||
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arkominaresearch.substack.comLatest Issues
May 2026 PCE Inflation Forecast
Thursday at 8:30 am ET, we will get the May PCE Inflation, the Fed’s favorite inflation gauge.
Thursday at 8:30 am ET, we will get the May PCE Inflation, the Fed’s favorite inflation gauge.
The Oil Glut Is Back: Why We're Not in Shortage Mode Anymore
The US and Iran have now confirmed a preliminary deal.
The US and Iran have now confirmed a preliminary deal. Both sides have signed a digital memorandum of understanding that covers:
May 2026 CPI Estimate
On Wednesday at 8:30 am ET, we will get the long-awaited May CPI. After the hot numbers in Apr and the strong May Employment Report on Friday, everyone is interested in understanding whether the Fed might hike rates, and if so, when.
On We...
What Kevin Warsh Will Actually Do: Trimmed Mean, the 18 Members, and the Real Labor Market
Kevin Warsh has been Fed Chair for just 11 days now.
Kevin Warsh has been Fed Chair for just 11 days now. We still have not heard any public comments from him in the role, and we probably will not until the press conference after the June...
April 2026 PCE Forecast: My -1 bp Accurate Estimates + What They Mean for the Fed Under New Chair Warsh
Thursday at 8:30 am ET, we will get the Apr PCE Inflation, the Fed’s favorite inflation gauge, and one of the most market-moving releases of the month.
Thursday at 8:30 am ET, we will get the Apr PCE Inflation, the Fed’s favorite inflation...
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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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