StoneFlare

Cutting through the noise with data-driven analysis

Latest Articles

Fed

Easing Bias Under “Elevated” Inflation: Apr 29, 2026 Fed Statement Clashes with Beige Book Reality

On April 29, 2026, the Committee said the economy is expanding at a “solid pace,” kept rates at **3-1/2 to 3-3/4 percent**, and slipped in an easing bias—while also declaring inflation “elevated.” ...

Housing

Starts “Up,” Pipeline Down: March Housing Leans on Backlog as Permits Fall 10.8%

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Manufacturing

Defense Props the Headline: March Durable Orders +0.8% Masks a -0.3% Private-Sector Drop

The official release on 2026-04-29 cheered a **0.8%** rise in March durable goods orders. The part you could miss in the applause: strip out defense, and orders **fell 0.3%**. That isn’t a rounding...

Housing

April 22 Credit Score Shake-Up: VantageScore 4.0 and FICO 10T Announced—With 0 Cost Evidence

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Fed

System First, Bank Second: April 21 Fed Remarks Signal Centralization—With Zero Macro Claims

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Employment

Seasonals Flip the Script: April 23 Claims Turn a -4.5% Drop into a +6,000 Increase

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Consumer

E‑Commerce Carries the Load: March Retail Sales Up 1.7% MoM, 4.0% YoY—With Gasoline Quietly Padding the Headline

This analysis is based on the official press release dated 2026-05-14. And that’s the first problem: the document repeatedly references “April 21, 2026” inside—and, in places, even “2016.” When the...

Trade

Record Exports Meet Universal Tariffs: The 24% Deficit Claim Without a Baseline

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