MarketGraphsMGLensMacroMacro as of 5 Aug 2026Methodology

No news in macro. Seventh of eight asset classes today. Liquidity & financial conditions moved at 0.9× its usual pace, fiscal position at 0.0×, inflation at 0.0×, housing at 0.0×, and household credit & cash flow at 0.0×. The other two sat lower.

Quiet (0.9×)

The dollar moved from -0.6% to -0.2%.

Are financial conditions tight or loose?
Yahoo Financeunavailable

Quiet (0.0×)

Debt-to-GDP held at 123% at the latest reading. That is its highest level in about six months.

What shape is the federal balance sheet in?
FREDunavailable

Quiet (0.0×)

Headline CPI held at 333 at the latest reading.

How hot is inflation, and what is the underlying trend?
FREDunavailable

Quiet (0.0×)

Housing starts held at 1.4m at the latest reading.

Is the housing cycle expanding or contracting?
FREDunavailable

Quiet (0.0×)

Debt service ratio held at 11.16 at the latest reading. That is its lowest level in about six months.

How stretched is the household balance sheet?
FREDunavailable