TRA Macro Tracking Index

Current Outlook

PPI prints this morning reveal that wholesale inflation is also on the downswing, reinforcing the message that yesterday's CPI print illustrated. Core inflation is easing, tho still well comfortably above the Fed's 2% target and higher than GDP growth.

Stay tuned as always.

Variable + DateValueDirection
Macro Indicators as of August 13, 2026
10 Year Yields14.639↓ Down
U.S. Dollar Index299.89→ Flat
Consumer Confidence as of August 4, 2026
MSCI355.2↑ Up
Conference Board490.8↓ Down
GDP as of August 4, 2026
GDPNow55.8%↓ Down
Unemployment as of August 7, 2026
Unemployment64.1%↓ Down
Inflation as of July 30, 2026
Core PCE73.3%↓ Down
Containerized Freight Index as of August 3, 2026
TSI8136.7↓ Down