StoneFlare

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OCT 22, 2026Employment

October 22, 2026 Jobs Report: Layoffs Fall but Unemployment Benefits Climb—A Tale of Two Labor Markets

The October 22, 2026 Department of Labor release paints a nuanced picture: seasonally adjusted initial claims dropped to **194,000**, down **6,000** from the prior week, signaling fewer fresh layof...

OCT 20, 2026Housing

Housing Starts Stall While Permits Hold: October 20, 2026 Report Signals Construction Slowdown, Not Collapse

The Census Bureau and HUD’s **October 20, 2026** release on September residential construction paints a picture of a housing market caught in a subtle but meaningful deceleration. Total housing sta...

OCT 19, 2026Fed

Bowman’s October 14, 2026 Speech: Supervisory Reform After SVB Signals a Sharper, More Accountable Fed

On **October 14, 2026**, Federal Reserve Vice Chair for Supervision Michelle W. Bowman delivered a pointed, no-nonsense address at the Bangkok Economic Festival that could reshape how the Fed polic...

OCT 17, 2026Fed

Beige Book October 2026: Growth Narrows as Inflation and Labor Strain the Undercurrent

The Federal Reserve’s October 1, 2026 Beige Book paints a picture of an economy still on the move—but don’t let the upbeat tone fool you. Beneath the surface, growth is increasingly a tale of a few...

OCT 16, 2026Banking

Banking Credit Growth Slows Sharply in September 2026, But Lending Remains Firm: October 16 H.8 Data Tells a Nuanced Story

The Federal Reserve’s October 16, 2026 H.8 release dropped a subtle bombshell: total bank credit growth decelerated to a mere **3.3% annualized rate in September**, down sharply from above 5% earli...

OCT 16, 2026Manufacturing

Industrial Production’s September Surge Masks Manufacturing’s Lingering Weakness: October 16, 2026 Report Unpacked

The Federal Reserve’s October 16, 2026 industrial production release paints a picture of a sharp 0.7 percent jump in total output for September. On the surface, it looks like the industrial sector ...

OCT 15, 2026Inflation

September PPI Shocks Markets: 1.3% Surge Signals Inflation Pipeline Heating Beyond Energy

The **October 15, 2026** Producer Price Index (PPI) release dropped a bombshell: final demand producer prices jumped **1.3% in September**, the largest monthly increase since March 2022. The year-o...

OCT 15, 2026Manufacturing

Manufacturing Expansion Slows to a Crawl: October 2026 Philly Fed Survey Reveals Demand Stagnation and Rising Price Pressure

The Federal Reserve Bank of Philadelphia’s October 15, 2026 regional manufacturing survey paints a picture of an economy still expanding—but barely. The headline general activity index remains posi...