TRA Macro Tracking Index
Current Outlook
Semiconductor sell offs in Korea did not rattle U.S. investors, pushing yields and the dollar down from yesterday. But the real measure of the week will be CPI and PPI, which will be among the last inflation reads before the election (PCE will drop at the end of the month).
In some modestly positive news, home sales edged slightly up in September, in an otherwise dreary housing market. Stay tuned for more updates this week!
| Variable + Date | Value | Direction |
|---|---|---|
| Macro Indicators as of October 13, 2026 | ||
| 10 Year Yields1 | 5.221 | ↓ Down |
| U.S. Dollar Index2 | 102.25 | ↓ Down |
| Consumer Confidence as of October 9, 2026 | ||
| MSCI3 | 46.3 | ↓ Down |
| Conference Board4 | 81.9 | ↓ Down |
| GDP as of October 8, 2026 | ||
| GDPNow5 | 3.6 | ↓ Down |
| Unemployment as of October 2, 2026 | ||
| Unemployment6 | 4.2% | ↑ Up |
| Inflation as of September 30, 2026 | ||
| Core PCE7 | 3.3% | → Flat |
| Containerized Freight Index as of October 1, 2026 | ||
| TSI8 | 135.7 | ↑ Up |