Arkomina Research provides unique and unorthodox analyses on the US economy and markets that sometimes result with out of consensus or contrarian findings.

 

MARKO'S BRAIN DAILY

 

Delivered each trading day to your inbox at 6 am ET.

 

The daily report is extremely comprehensive including macro and market overview.

 

Macro overview includes analyses of all important macroeconomic indicators, events and developments from prior trading day as well as daily calendar for the upcoming session with consensus estimates, Arkomina expectations, different scenarios and likely (equity and bond) market reactions to these scenarios.

 

Market overview includes brief overview of equity and bond market, important market developments, how the equity market perceives the current economic environment and how this picture may evolve going forward, earnings analysis during earnings seasons, Arkomina expectations for the equity and bond market sentiment for an upcoming session, as well as investment ideas and ad hoc analyses of current market trends including a brief analysis of the S&P 500 expectations and long-term yields analysis.

 

 

MARKO'S CPI REPORT

 

 

Delivered each trading day to your inbox at 6 am ET.

 

Delivered to your inbox each month several days before the official BLS CPI.

 

 

Extremely comprehensive CPI and inflation analysis that includes:

 

Analyses of leading inflation indicators

Detailed CPI Forecast

Forward-looking CPI analysis that includes headline and core CPI trajectory 4 quarters out

 

 

MARKO'S FED REPORT

 

Delivered to your inbox a few days before each Fed meeting, so 8 times a year.

 

 

Extremely comprehensive macroeconomic report which includes:

 

Analysis of current economic situation and chances for soft landing/recession

Analysis of monetary policy lags and when will they start biting more aggressively

Analysis of what the Fed has done so far including Fed’s actions put into historical context

Analyisis of what the Fed might do going forward

Overview of all important macroeconomic developments since the last Fed meeting

Unemployment rate trajectory 4 quarters out

PCE inflation (headline and core) trajectory 4 quarters out

 

 

BESPOKE SERVICES

 

Looking for tailor-made research or consultancy solutions?

 

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