According to this report in BNAmericas, the head honcho at the IBS Brazil steel institute says that even in the most optimistic of situations and a 5% GDP growth from 2010, steel consumption won't return to the 2008 level until 2011. The same dudes are also forecasting a 14% world slump in steel this year and a large supply glut.By the way, I thought about using the US bonds yield curve as chart of the day today, but you're probably bored or scared to death by it already so let's not bother.