TRA Macro Tracking Index

Current Outlook

Lots of unusual messages today in the credit markets. With traders having the day off, the immediate impact isn't entirely clear, but unemployment fell to 4.3% in March 2026 with 178 thousand new jobs reported. The Atlanta Fed's GDPNow forecast shows GDP growth of 1.6% which is the result of ongoing strength of private investment in the U.S., which is more than offset by weakening personal consumption expenditures, continue their decline.

Jobs data continues to show growth in healthcare and construction employment, with declines in Federal and other private payrolls.

Have a great holiday weekend! See you all next week!

Variable + DateValueDirection
Macro Indicators as of April 3, 2026
10 Year Yields14.345↑ Up
U.S. Dollar Index2100.082↑ Up
Consumer Confidence as of March 31, 2026
MSCI353.3↓ Down
Conference Board491.2↑ Up
GDP as of April 3, 2026
GDPNow51.6%↓ Down
Unemployment as of April 3, 2026
Unemployment64.3%↓ Down
Inflation as of March 13, 2026
Core PCE73.10%↑ Up
Containerized Freight Index as of March 2, 2026
TSI8137.8↓ Down