TRA Macro Tracking Index
Current Outlook
The conflict in Iran continues to create waves in credit markets. Yields are broadly rising, as is the dollar, as the markets settle into a protracted conflict resulting in higher prices for longer. Rate cuts seem all but off the table for the year at this point based off market conditions.
Stay tuned as always.
| Variable + Date | Value | Direction |
|---|---|---|
| Macro Indicators as of March 26, 2026 | ||
| 10 Year Yields1 | 4.384 | ↑ Up |
| U.S. Dollar Index2 | 99.812 | ↑ Up |
| Consumer Confidence as of March 20, 2026 | ||
| MSCI3 | 55.5 | ↓ Down |
| Conference Board4 | 91.2 | ↑ Up |
| GDP as of March 20, 2026 | ||
| GDPNow5 | 2.0 | ↓ Down |
| Unemployment as of March 6, 2026 | ||
| Unemployment6 | 4.4% | ↑ Up |
| Inflation as of March 13, 2026 | ||
| Core PCE7 | 3.10% | ↑ Up |
| Containerized Freight Index as of March 2, 2026 | ||
| TSI8 | 137.8 | ↓ Down |