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 | 101 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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arkominaresearch.substack.comLatest Issues
Jun 2026 CPI Estimate
Tomorrow at 8:30 am ET, we will get the long-awaited Jun CPI. This one is especially important because it could determine the level of the Fed’s hawkishness going into the summer.
Tomorrow at 8:30 am ET, we will get the long-awaited Jun CP...
Why the Market Is Wrong About Rate Hikes Under Kevin Warsh
Kevin Warsh will participate in the ECB panel in Sintra tomorrow starting at 9 am ET.
Kevin Warsh will participate in the ECB panel in Sintra tomorrow starting at 9 am ET. This is an annual meeting that usually gets a lot of market attenti...
May 2026 PCE Inflation Forecast
Thursday at 8:30 am ET, we will get the May PCE Inflation, the Fed’s favorite inflation gauge.
Since I started publishing my PCE estimates in Mar 2024, my average error for forecasting headline PCE has been an almost perfect -0.7 bps (-0.0...
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. May CP...
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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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