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 | 81 | Subscribers | Read | arkominaresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Dec 2025 PCE Inflation Estimate
On Friday, Feb 20, we will get the Dec PCE Inflation. Importantly, this will be the Dec data, even though we already have the Jan CPI.
Jan 2026 CPI Estimate
On Friday the 13th (it’s not a joke) at 8:30 am ET, we will get the long-awaited Jan CPI. This one could be important in determining whether the Fed cuts rates in March or makes another pause like in January.
My Thoughts on Kevin Warsh
Some of you have asked me what I think about Kevin Warsh, the new Fed Chair nominee.
Oct/Nov 2025 PCE Inflation Forecast
Thursday at 10 am ET, we will get the October/November PCE Inflation. At this point, this data is quite stale, especially because we already have the CPI data all the way up to December.
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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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