TRA Macro Tracking Index

Current Outlook

Closing out the week with higher yields and a stronger dollar as the bond market continues to see inflation and sovereign risks as elevated, and the prospect of a rate hike in September is increasingly being priced in.

Have a great weekend and check back again for more updates next week, including the July employment report.

Variable + DateValueDirection
Macro Indicators as of July 31, 2026
10 Year Yields14.72↑ Up
U.S. Dollar Index2100.143↑ Up
Consumer Confidence as of July 17, 2026
MSCI354.4↑ Up
Conference Board491.2→ Flat
GDP as of July 30, 2026
GDPNow55.0%↑ Up
Unemployment as of July 2, 2026
Unemployment64.2%↓ Down
Inflation as of July 30, 2026
Core PCE73.3%↓ Down
Containerized Freight Index as of July 1, 2026
TSI8139.6↑ Up