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

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 most important macroeconomic reports, 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) 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 the earnings season, Arkomina expectations for the equity and bond market sentiment in the upcoming session, possible as well as investment ideas and ad hoc analyses of current market trends including a brief analysis of S&P 500 expectations, as well as long term yields analysis.

 

 

Delivered to your inbox each month a few days before the official BLS CPI report.

 

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 3-4 quarters out

 

Delivered to your inbox a few days before each Fed meeting.

 

Extremely comprehensive macroeconomic report which includes:

• Analyses of what the Fed has done so far including Fed’s actions put into historical context
• Overview of all important macroeconomic developments since the last Fed meeting
• Analysis of what will the Fed officials likely do at their upcoming meeting
• Soft landing analysis including how probable it is and detailed analysis of current state of the economy which includes economic growth and labor market
• Analysis of the Fed policy lags
• Analysis of what will the Fed likely do in the upcoming months and quarters