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What the headline leaves out of every U.S. economic release

StoneFlare breaks down CPI, jobs, GDP, and Fed releases into the signal that matters for markets and policy.

Latest Articles

Banking

Bank Credit Growth Slows but Lending Expands: October 23, 2026 H.8 Data Reveal a Banking System in Transition

The Federal Reserve’s October 23, 2026 H.8 release paints a nuanced picture of the U.S. banking system’s health. Bank credit is still expanding, but the pace is slowing, with total credit growth de...

ECB

ECB’s October 29 Release: A Policy Mirage or Just a Waiting Game?

On 29 October 2026, the European Central Bank (ECB) dropped what looked like a policy bombshell—but turned out to be a mirage. The official press-conference landing page promised “latest decisi...

Employment

October 29, 2026 Jobless Claims: Low Headlines Mask Uneven Labor Market Realities

The latest labor market snapshot, delivered in the October 29, 2026 initial-claims release, offers a familiar story with a twist: headline seasonally adjusted initial claims dipped slightly to 19...

GDP

Q3 GDP Surprise: Growth Revised Up to 3.4%, But Don’t Let the Headline Fool You

The Bureau of Economic Analysis dropped its advance Q3 GDP estimate on October 29, 2026, and the numbers are eye-catching: real GDP growth accelerated to 3.4% annualized, up sharply from th...

Inflation

September Spending Surges 0.5%, But Real Income and Demand Stall: The October 29, 2026 BEA Report Unpacked

The October 29, 2026 BEA release dropped a mixed bag for household finances: nominal personal consumption expenditures (PCE) jumped a robust 0.5% in September, yet real spending barely budg...

Fed

Fed’s “Strong Pace” Claim on October 28, 2026: More Spin Than Substance

The Federal Reserve’s October 28, 2026, FOMC statement boldly declared that economic activity is expanding at a “strong pace” and domestic spending remains “resilient.” Yet, a deep dive int...

Manufacturing

Durable-Goods Orders Surge 1.8% in September, but Aircraft Volatility Clouds the Capex Picture

The Census Bureau’s October 27, 2026 durable-goods report for September delivered a headline-grabbing 1.8% jump in new orders, sparking optimism about manufacturing momentum and busines...

Fed

October 13, 2026: A Quiet Update with Big Implications for Market Watchers

On October 13, 2026, the latest official press release landed with a surprising lack of the usual economic fireworks. No fresh data on GDP growth, inflation, or monetary policy shifts—just a terse ...

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