TRA Macro Tracking Index

Current Outlook

Equities are slumping...which is driving the rotation toward fixed income and bringing down yields and the dollar. The AI fear index is broadly sweeping across public and private markets, and suddenly U.S. government debt is looking a little less concerning.

Stay tuned next week when February data begins to drop and have a great weekend!

Variable + DateValueDirection
Macro Indicators as of February 27, 2026
10 Year Yields13.975↓ Down
U.S. Dollar Index297.656↓ Down
Consumer Confidence as of February 24, 2026
MSCI356.6↓ Down
Conference Board491.2↑ Up
GDP as of February 25, 2026
GDPNow53.1↑ Up
Unemployment as of February 11, 2026
Unemployment64.3%↓ Down
Inflation as of February 20, 2026
Core PCE72.90%↑ Up
Containerized Freight Index as of February 2, 2026
TSI8138.5↑ Up