TRA Macro Tracking Index

Current Outlook

The weekend ceasefire did not hold, and while markets are not thrilled about the changes, they are not pricing in radical changes in risk either. The seized Iranian tanker is not a structural shift in the landscape or disruption of oil supply. Yields and the dollar are modestly up.

Stay tuned as a little more data trickles in this week.

Variable + DateValueDirection
Macro Indicators as of April 20, 2026
10 Year Yields14.262↑ Up
U.S. Dollar Index298.123↑ Up
Consumer Confidence as of April 10, 2026
MSCI347.6↓ Down
Conference Board491.2↑ Up
GDP as of April 9, 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