StoneFlare

Cutting through the noise with data-driven analysis

Latest Articles

Fed

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...

Banking

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...

Manufacturing

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 ...

Inflation

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...

Manufacturing

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...

Employment

Initial Jobless Claims Hold Steady Near Lows Amid Subtle Upward Revisions: October 15, 2026 Report

The Department of Labor’s October 15, 2026 release confirms what many suspected but few shouted from the rooftops: initial jobless claims remain stubbornly low, hovering near **199,000**, yet the s...

Consumer

September Retail Sales: Gasoline Pumps Up the Headline, But Real Demand Stalls

The Census Bureau’s **October 15, 2026** retail sales release paints a picture that’s part boom, part mirage. On the surface, nominal retail and food-services sales rose a solid **0.8% month-over-m...

Inflation

September CPI Shocks Markets: Inflation Accelerates Sharply on Gasoline and Shelter, October 14, 2026 Release Reveals

The **October 14, 2026** CPI report slammed the door on hopes of easing inflation. Headline CPI surged **0.6% month-over-month**, the fastest pace since April, pushing the annual rate up to **3.7% ...