Jul 26

A wave of macro headlines (FOMC, 2Q25 GDP, PCE inflation, Income and Outlays, JOLTS/Payrolls) and more bellwether earnings are on the way.

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Marko Bjegovic

Jul 28

For any1 interested, here are my Jun PCE inflation estimates:

https://arkominaresearch.substack.com/p/jun-2025-pce-inflation-estimate?r=1r1n6n

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