TRA Macro Tracking Index

Current Outlook

Credit markets had a bouncy day yesterday with yields starting out high and ending lower, only to bounce back this morning. The dollar slid nominally to start the day as well.

Interesting new tidbits...Consumer Confidence continued its decline in the latest University of Michigan survey, in large part due to higher prices related to the conflict in the Middle East. Additionally, the CPI print showed significant price increases for the month of March, which the market is currently signaling it expects will revert. We will see of course if the market is right about this assumption.

Have a great weekend! And come back next week to check on more insights.

Variable + DateValueDirection
Macro Indicators as of April 10, 2026
10 Year Yields14.301→ Flat
U.S. Dollar Index298.649↓ Down
Consumer Confidence as of April 10, 2026
MSCI347.6↓ Down
Conference Board491.2↑ Up
GDP as of April 8, 2026
GDPNow51.3%↓ Down
Unemployment as of April 3, 2026
Unemployment64.3%↓ Down
Inflation as of April 9, 2026
Core PCE73.0%↓ Down
Containerized Freight Index as of April 1, 2026
TSI8136.4↓ Down