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 | 43 |
| Subscribers | Read | arkominaresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Dec 2024 PCE Estimate
Friday next week we will get the Dec PCE inflation.
Dec 2024 CPI Estimate
Tomorrow at 8:30 am ET we will get the Dec CPI. CPI is one of the 2 most important macro prints each month and this month's CPI is marginally more important after the Fed got more sensitive to inflation over the past few weeks. Even the mar...
Merry Christmas / Happy Holidays / Happy Hanukkah
I want to use this opportunity to thank you all for supporting me and my work.
Nov 2024 PCE Estimate
Friday we will get the Nov PCE Inflation. Since starting publishing my PCE estimates in Mar 2024, my average error for forecasting headline PCE was -1 bps. That said, Oct headline PCE came exactly in line with my estimates of +0.24% MoM.
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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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