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Arkomina Research

arkominaresearch.substack.com

Arkomina Research is a finance site on arkominaresearch.substack.com, in English, funded by its readers through Substack; no supporter count is published.

A Substack newsletter by Arkomina Research making monthly estimates of US headline CPI inflation ahead of each release and their Fed implications.

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Latest posts

From the site's feed, read 2026-11-01.

Pages

20 pages indexed; the pages that lead the site by its internal links:

September Jobs Were Weaker Than the Fed Will Admit
https://arkominaresearch.substack.com/p/september-jobs-were-weaker-than-the
Are Semis in a Bubble? The Valuation Inversion and What Comes Next
https://arkominaresearch.substack.com/p/are-semis-in-a-bubble-the-valuation
July Jobs Expose a Fragile Labor Market and a Fed Already Behind the Curve
https://arkominaresearch.substack.com/p/july-jobs-expose-a-fragile-labor
The +162K Jobs Report Is Weaker Than It Looks
https://arkominaresearch.substack.com/p/the-162k-jobs-report-is-weaker-than
July CPI Shows Inflation Outside of Gasoline Is Already at Multi-Year Lows
https://arkominaresearch.substack.com/p/july-cpi-shows-inflation-outside
Jul 2026 CPI Estimate
https://arkominaresearch.substack.com/p/jul-2026-cpi-estimate
May 2026 CPI Estimate
https://arkominaresearch.substack.com/p/may-2026-cpi-estimate
Hot CPI and PPI, Cool Bond Market: Why the Inflation Scare Is Mostly Statistics
https://arkominaresearch.substack.com/p/hot-cpi-and-ppi-cool-bond-market
Sep 2026 PCE Inflation Estimate
https://arkominaresearch.substack.com/p/sep-2026-pce-inflation-estimate
The Fed Is Hiking on a One-Off
https://arkominaresearch.substack.com/p/the-fed-is-hiking-on-a-one-off
Jun 2026 PCE Inflation Forecast
https://arkominaresearch.substack.com/p/jun-2026-pce-inflation-forecast
May 2026 PCE Inflation Forecast
https://arkominaresearch.substack.com/p/may-2026-pce-inflation-forecast

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