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US 10 Year Real Yield vs US ISM Purchasing Managers Index (PMI) Inverted 6 Month Forward
US ISM Purchasing Managers Index (PMI) New Orders vs US 10 Year Treasury Yield 2 Year % Change 18 Month Forward Inverted
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?
