Free data stack for a cyclicals research site.

Rates, FX & credit

The cross-asset backdrop. Treasury yield curve, key FX pairs, credit spreads, and inflation-linked yields — the cost-of-capital and risk-appetite layer that prices every cyclical equity story underneath.

Economic calendar & policy reports

When data prints, what central banks said, and what the multilateral institutions are forecasting. The schedule layer that anchors every other vertical — FOMC, CME FedWatch, BLS releases, ECB, IMF, World Bank.

Semiconductors

Global billings, memory pricing, equipment capex, fundamentals, and HBM commentary. The bedrock of the MU view and the cross-read into NVDA/AMD/AVGO.

Oil & energy

Prices, U.S. inventory data, refining throughput, global supply/demand, and speculative positioning. The energy cycle dashboard is the cleanest to fully automate.

Shipping & trade

Container freight indices, U.S. port throughput, and HS-code-level trade flows. Where supply-chain stress shows up before headline macro.

Macro & demand

The backdrop layer: supply-chain pressure, industrial production, and PMI breadth that sit underneath every other vertical.

Valuation reference (Damodaran)

Aswath Damodaran — NYU Stern, the “Dean of Valuation” — updates the most-used free valuation datasets on the internet. Cost of capital by industry, country risk premiums, betas, multiples, margins. Free Excel downloads, refreshed annually (some quarterly). The reference layer behind every DCF on this site.

Widget blueprint

If the source tables above are the inputs, this is the outputs — the specific dashboards, trackers, and metrics each vertical's data becomes once it's wired up. The “Site use” column in each table links straight to the matching widget below.

Rates, FX & credit

• Yield curve tracker. Daily 3M / 2Y / 5Y / 10Y / 30Y constant-maturity yields from Treasury / FRED, plus SOFR and EFFR — with a curve-shape snapshot (steep / flat / inverted) and the live sparkline strip at the top of this section.
• Curve spread tracker. 10Y–2Y, 10Y–3M, and 5Y–30Y spreads with percentile and recession-signal context — the recession-watch layer.
• TIPS / breakevens tracker. 10Y breakeven inflation, 5y5y forward inflation, and real 10Y yield from FRED — the market-implied inflation expectation cross-check vs. CPI.
• Credit spreads tracker. ICE BofA HY OAS and IG OAS via FRED, with percentile and 13-week change — the cleanest free read on credit conditions and risk appetite.
• FX tracker. DXY, EUR/USD, USD/JPY, USD/CNY, plus BIS NEER/REER for the broad real-effective view — the FX overlay for any USD-denominated cyclical thesis.

Economic calendar & policy

• FOMC tracker. Next meeting date and countdown, current Fed funds target range, latest dot plot, CME FedWatch implied probabilities for the next 3–4 meetings, and a side-by-side of the last two statement texts to highlight changes.
• Data release calendar. Forward-looking calendar of CPI, PPI, NFP, JOLTS, GDP, PCE, retail sales, durable goods, and Treasury auctions — with consensus where available and a 7-day / 30-day rolling view.
• Global central bank calendar. Upcoming FOMC, ECB, BOE, BOJ, BOC meetings on a single timeline — the cross-rate context that matters for any USD-denominated cyclical.
• Multilateral outlook tracker. Side-by-side IMF WEO and World Bank GEP global GDP / inflation forecasts, current vs. previous release, with revisions highlighted — the slowest-moving but highest-credibility forecast layer.

Semiconductors

• Memory pricing tracker. DRAM spot price trend, NAND spot trend if available, 4-week change, 13-week change, and an “up/down streak” counter.
• Global semi sales tracker. WSTS billings by region, 3-month moving average, YoY change, and cycle percentile.
• Equipment / capex tracker. SEMI billings, ASML / AMAT / LRCX commentary if you later add transcript parsing, and memory capex commentary.
• Foundry leadership tracker. TSMC monthly revenue (NTD), YoY %, MoM %, trailing-3M average, and the gap vs. consensus full-year revenue path — the cleanest single read on AI / HPC / smartphone bookings.
• MU fundamentals tracker. Revenue, gross margin, inventory, days inventory, capex, operating cash flow, free cash flow, and management language from SEC filings and Micron IR.
• HBM tracker. Pull MU earnings transcripts/presentations and tag mentions of HBM, pricing, customer commitments, capacity, supply tightness, and margins.

Oil & energy

• Oil dashboard. WTI, Brent, WTI–Brent spread, 1M / 3M / 12M change, moving averages, and percentile.
• Inventory surprise dashboard. EIA crude, gasoline, distillate stocks, refinery utilization, imports, exports, product supplied.
• Refining margin proxy. Use EIA / FRED gasoline, diesel, and crude series to calculate simple 3-2-1 crack-spread style proxies.
• Positioning dashboard. CFTC crude managed-money net length, week-over-week change, and percentile.
• Rig count tracker. Baker Hughes weekly U.S. rig count, oil vs. gas split, by basin (Permian, Eagle Ford, Bakken), 4-week change, and 52-week percentile — the cleanest free read on supply response.
• STEO forecast tracker. EIA Short-Term Energy Outlook monthly forecast revisions for U.S. and global supply, demand, prices — track the “forecast change” alone, since the level matters less than the direction of revision.
• XOM driver bridge. Oil price, gas price, refining utilization, product supplied, capex, buybacks, production, and free cash flow.

Shipping & trade

• Container freight tracker. Freightos, Drewry WCI, SCFI, and lane-specific China-to-U.S. indicators.
• Port throughput tracker. Monthly TEUs from BTS / LA / LB, Port of LA Signal forward-look, and YoY change.
• Trade flow tracker. Census imports/exports by HS code for semiconductors, electronics, crude oil, petroleum products, and energy equipment.
• Domestic freight tracker. Cass Freight Index (shipments + expenditures) and ATA Truck Tonnage Index, monthly, with YoY and MoM — the U.S.-specific demand cross-check vs. ocean freight.
• Supply-chain stress dashboard. NY Fed GSCPI, container rates, port TEUs, supplier-delivery indexes, and freight changes.

Macro & demand

• Supply-chain pressure tracker. NY Fed GSCPI level, percentile, and 3-month change — the cleanest single read on whether the global supply chain is loose or tight.
• Industrial production overlay. FRED semiconductor industrial production indexed against WSTS billings — cross-check whether U.S. domestic production confirms or diverges from global cycle.
• PMI breadth dashboard. ISM manufacturing PMI plus its sub-indices (new orders, inventories, supplier deliveries) — the demand-side leading indicator that sits underneath every other vertical.
• Inflation tracker. Headline + core CPI, PPI, PCE and core PCE from BLS / BEA, with MoM annualized, YoY, 3M / 6M annualized, and Michigan 1-yr / 5-yr inflation expectations layered on top.
• Labor market tracker. NFP, unemployment rate, AHE, JOLTS openings / quits / hires, ECI — the labor side of the dual mandate, plus a simple “is the labor market loosening or tightening?” composite.
• Consumer demand tracker. Census retail sales (control group), Census durable goods orders, BEA real PCE, and University of Michigan consumer sentiment — one page for the consumer side of the cycle.
• GDP nowcast tracker. Atlanta Fed GDPNow latest reading and history, alongside NY Fed Nowcast, with sub-component contributions — a real-time alternative to waiting on advance GDP.
• Beige Book sentiment tracker. Tag mentions across the eight annual Beige Books for keywords (“modest,” “moderate,” “flat,” “contracting,” pricing-power language) by district — a qualitative overlay on the quantitative macro stack.

Valuation reference (Damodaran)

• Cost-of-capital reference. Damodaran's WACC-by-industry, country ERPs, and unlevered-beta tables — the inputs the DCF tool and WACC tool default to, with annual refresh.
• Industry multiples reference. Damodaran's P/E, EV/EBITDA, EV/Sales, P/B and operating-margin / ROIC tables by industry — the comp-screen reference behind the comps tool.

MVP source stack

Start here. Cleanest to automate, widest coverage, no key-management headaches. Everything else is a nice-to-have layered on top.

Cycle scores

One composite read per sector, refreshed from the sources above. Where the rest of the page supplies inputs, this is the synthesis — one number that tells you where each cycle is.