Arkomina Research
Marko BjegovicSubscribe for all CPI, inflation, labor market, macro and market related topics. For more visit ArkominaResearch.com.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 30 | Subscribers | Read | arkominaresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Is Housing Market in Bubble?
The housing market is worth around $52T, nearly twice as large as the national GDP.
Jul 2024 PCE Inflation Estimates
In Q1 2024 CPI was higher than expected. Then in Q2 CPI was mostly cooler than expected driven by exceptionally cool May and Jun. The latest Jul month came in line when looked at the 1st decimal place, but generally cooler than expected whe...
Jul 2024 CPI Estimate
Wednesday at 8:30 am ET we will get the long-awaited Jul CPI. CPI is the most important macro print this week and this month. This month’s CPI will be an important piece of the puzzle for determining whether and by how much the Fed might cu...
Is US Economy in Recession?
Last week we got some indicators that raised recession worries…
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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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