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Steel margins is based on Chinese HRC, iron ore, scrap, and coke prices which used to track US steel company index. Not any more!. Trump's import tariffs probably kept US steel prices and margins above the rest of the world?
Since consumption accounts for 70% of U.S. GDP, the Consumer Confidence Index by the Conference Board (CB) and the Consumer Sentiment Index by the University of Michigan (UMich) provide important insights into the health of the economy. Both based on
US ISM PMI Price Average 2 Month Forward vs US CPI (NSA, YoY)
S&P 500 Equity Risk Premium (w/US 10 Year & 3 Month Treasury Yield) (YoY) vs US ISM Purchasing Managers Index (PMI) (YoY %) Inverted & US ISM Non-Manufacturing Index (NMI) (YoY %, Inverted)
The cyclically adjusted price-earnings ratio, or CAPE ratio, proposed by Dr. Robert Shiller, a Nobel prize laureate in Economics in 2013, reflects the real P/E ratio of a stock.
CAPE Ratio = Share Price / 10-Year Average Inflation-Adjusted Earnings
