Macro
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month values ▾
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.52 | +0.15 | -0.53 | +0.15 | +0.20 | +0.20 | +0.20 | +0.15 | +0.20 | +0.20 | +0.25 | +0.25 |
Industrial sector sentiment turned mildly positive this month despite the disruption from Baltimore’s Key Bridge collapse, which initially raised concerns over port operations and supply chain delays. The swift federal response and rerouting of cargo through alternative ports limited broader economic fallout, allowing logistics and manufacturing activity to stabilize quickly. Resilience in supply chain adaptability and minimal long-term impact supported a modestly bullish read.
How this mood is scored ▾
A door plug panel blew out of a Boeing 737 Max 9 operated by Alaska Airlines minutes after takeoff from Portland on 2024-01-05, ripping a hole in the fuselage at 16,000 feet and forcing an emergency landing. The FAA issued an Emergency Airworthiness Directive grounding about 171 Max 9 jets worldwide pending inspections. The incident reignited the quality-control crisis around Boeing and its fuselage supplier Spirit AeroSystems, and disrupted schedules at Alaska Airlines and United, the two main Max 9 operators.
The container ship Dali, chartered by Maersk, lost power and brought down Baltimore’s Francis Scott Key Bridge on 2024-03-26, killing six road workers and walling off the Port of Baltimore — the top US port for autos and a major hub for farm equipment, coal and sugar. Cargo was rerouted to other East Coast ports for weeks, hitting regional logistics and port jobs, though national supply chains largely absorbed the shock.