16 hrs ago

The home stretch to the FOMC meeting starts with CPI and PPI this week while the SCOTUS appeal on IEEPA lurks as a complicating variable.

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Marko Bjegovic

10h

Thank you.

For anyone interested, here are my Aug CPI estimates:

https://open.substack.com/pub/arkominaresearch/p/aug-2025-cpi-estimate?r=1r1n6n&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false

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Macro4Micro

The Curve: The Road to Easing has been Long.