TRA Macro Tracking Index

Current Outlook

Yields continued higher, while the dollar weakened relative to major currencies. Macro risks remain as we head into the home stretch of the holiday season. Investors resumed their enthusiasm for equities to start the week, but gold is at a record once again! Disruptive markets continues to be the name of the game.

Stay tuned for a quiet week of data releases.

Variable + DateValueDirection
Macro Indicators as of December 22, 2025
10 Year Yields14.161↑ Up
U.S. Dollar Index298.243↓ Down
Consumer Confidence as of December 19, 2025
MSCI352.9↑ Up
Conference Board488.7↓ Down
GDP as of December 16, 2025
GDPNow53.5↑ Up
Unemployment as of December 16, 2025
Unemployment64.6%↑ Up
Inflation as of December 5, 2025
Core PCE72.80%↓ Down
Containerized Freight Index as of December 10, 2025
TSI8136.5→ Flat