StoneFlare

Cutting through the noise with data-driven analysis

Latest Articles

Employment

July Labor Market: Stability in Openings Masks a Slowdown in Hiring and Turnover

The U.S. labor market’s latest snapshot, released September 1, 2026, offers a tale of two realities. On the surface, **job openings held steady at 7.3 million**, barely budging from June’s revised ...

Manufacturing

Manufacturing’s Slow Burn: August ISM PMI Shows Expansion Losing Steam Amid Rising Costs

The September 1, 2026 ISM Manufacturing PMI release confirms the sector is still expanding, but the devil is in the details. The headline 54.6 reading keeps the expansion narrative alive, yet benea...

Housing

Housing Market Momentum Hits the Brakes: FHFA Reports 2.1% Annual Growth but Quarterly Gains Slow Sharply (August 25, 2026)

The Federal Housing Finance Agency’s August 25, 2026 release paints a picture of a housing market caught between two narratives: **national house prices are up 2.1% year-over-year**, marking an acc...

Fed

Warsh’s Jackson Hole Playbook: Inflation Discipline Meets Forward Guidance Reboot

On **August 28, 2026**, Federal Reserve Chairman Kevin Warsh took the stage at the Kansas City Fed’s Jackson Hole symposium with a message that’s equal parts hawkish and strategic recalibration. Hi...

Manufacturing

Durable Goods Dance Around Reality: July 2026 Capex Gains Mask Core Weakness, August 26 Release Shows

The Census Bureau’s August 26, 2026 durable goods report paints a picture of steady growth: new orders and shipments are up, backlogs are swelling, and business investment looks healthy. But scratc...

Consumer

Retail Sales Show Cracks Beneath a Steady 5% YoY Growth: Census Data August 14, 2026

The latest **Advance Monthly Sales for Retail and Food Services report, released August 14, 2026**, delivers a mixed bag that demands a closer look beyond the headline. On the surface, retail sales...

Consumer

Consumer Sentiment’s Slow Burn: August 28, 2026 Release Masks a Multi-Year Confidence Slide

The University of Michigan’s August 28, 2026 consumer sentiment report landed with the usual fanfare: a headline drop of roughly **6.3% month-over-month** and an **11.2% year-over-year decline** in...

Banking

July Credit Data Signals a Late-Cycle Warning: C&I Loans Flip Negative Amid Steady Overall Growth

The Federal Reserve’s August 21, 2026 H.8 release paints a nuanced picture of the U.S. banking system’s health. At first glance, the numbers suggest a banking sector still expanding—total bank cred...