Macro Overview
U.S. Macro Market Context
Interest rates, Treasury yields, inflation and economic growth in one consolidated view. This section helps understand the market backdrop behind valuations, earnings expectations and investor risk appetite.
Macro Pulse
Rates, inflation and growth
A compact market backdrop for the opportunity radar.
Rates & Yield Curve
Fed Funds compared with the 2-year and 10-year Treasury yields.
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Inflation vs Economic Output
CPI and GDP use different units
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How to read this page
Rates and Treasury yields are shown together because they share the same unit: percentage. CPI and GDP are indexed to 100 because their raw values use very different scales. The goal is not to predict the market directly, but to understand whether the economic backdrop is becoming more supportive or more restrictive for stocks.