YoY changes
Value/Growth Stocks vs ISM
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