CAPSTONE/MACRO US / MICHIGAN
NEW YORK—ET

US & Michigan economic briefing

Markets · policy · households · the Michigan economy

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1 · MACRO INDICATORS

BEA · BLS · Federal Reserve
Real GDP — Quarterly SAAR
Quarterly real growth · GDP and private domestic final sales
GDP · Growth Contributions
Latest quarter · percentage-point contributions
Inflation Suite — YoY %
CPI · Core CPI · PCE · Core PCE · PPI
Labor Market
Monthly payroll change + unemployment rate
FOMC Path
Federal funds target midpoint
UMich Consumer Sentiment
University of Michigan · one-month publication delay

2 · FINANCIAL MARKETS

Yahoo Finance · delayed public market data
Equity Indices — Rebased to 100
Daily price bars · latest may be provisional · select a range
Index Returns · YTD 2026
Price return · prior year-end to latest close
World Indices — YTD
Local-currency returns · latest available closes
VIX — Volatility Regime
Daily CBOE VIX · 20-observation average
Commodities — Rebased
Continuous futures · rebased to first 2025 observation
Crypto Levels
BTC + ETH · USD · daily observations

3 · RATES & CREDIT

Federal Reserve H.15 · Freddie Mac PMMS
U.S. Treasury Yield Curve
Select one or more observation dates
10Y Yield vs 30Y FRM Mortgage
Weekly PMMS vs Treasury yield · spread in percentage points
Broad USD Index & Major FX
Broad trade-weighted USD · EUR/USD · USD/JPY · USD/CNY

4 · S&P 500 SECTORS

Select Sector SPDR ETFs · Yahoo Finance
Sector ETF Performance
Select Sector SPDR ETF proxies · price returns
Sector × Quarter Heatmap
Quarterly ETF price returns · * quarter to date

5 · PRIVATE MARKETS

PitchBook-NVCA Venture Monitor
U.S. VC Deal & Exit Value
Quarterly venture deal and exit values · $ billions
Venture Concentration — H1 2026
H1 2026 · total / smaller deals / AI concentration

6 · HOUSEHOLD & CONSUMER CREDIT

NY Fed Household Debt & Credit · Freddie Mac PMMS
Household Debt Composition
Quarterly balances · $ trillions
Serious Delinquency Transitions
Annualized flow into 90+ day delinquency
Mortgage Rates · Freddie Mac PMMS
30-year & 15-year fixed rates · weekly

7 · MICHIGAN STATE

BLS LAUS & CPI · FHFA · EIA · AAA
Michigan vs U.S. Unemployment
Monthly unemployment · seasonally adjusted
Metro Unemployment
Metro rates and national comparison · not seasonally adjusted
Michigan Energy & Gasoline
MI electricity & natural gas · Midwest gasoline benchmark
Metro Housing — FHFA HPI
FHFA all-transactions index · YoY · not seasonally adjusted
Michigan at the Pump
AAA statewide averages · dollars per gallon · updated daily

AAA supplies the averages above. Compare nearby stations and other Michigan price sources:

GasBuddy · Michigan ↗ GasBuddy · station search ↗ AAA · Michigan ↗ Oil Price API · Michigan ↗

Reference links are not combined into the AAA average. The EIA history above is a separate Midwest benchmark.

Awaiting AAA observations
Detroit Grocery Costs
Food-at-home CPI · Detroit-Warren-Dearborn · not seasonally adjusted

Year-over-year price changes, not a dollar shopping basket or statewide Michigan prices. Dining out is shown separately for context.

BLS · Detroit CPI release ↗

8 · MICHIGAN AUTO & EV ECOSYSTEM

Company releases · Cox Automotive / KBB
Big Three — U.S. Sales
Actual first-half 2026 US sales · millions of vehicles
EV Sales Mix — Q2 2026
Q2 2026 estimated US BEV units · share by manufacturer
Michigan EV Project Pipeline · Status
Dated company announcements · review flags identify unverified status