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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 Still Expands, but Its Pace Is Losing Altitude

The November 6, 2026, official press release shows a banking system still extending more credit, not pulling it back. But the headline balances conceal a clear slowdown: total bank credit grew ...

Inflation

October PPI Cooled to 0.3%—But the Underlying Measure Held at 0.5%

The November 13, 2026 Producer Price Index release delivered a striking split: final-demand prices rose 0.3% in October, down from 1.4% in September, while a measure excluding food, ene...

Housing

Existing-Home Sales Hit 16-Year Low as Affordability Weakens

The November 12, 2026 National Association of Realtors release delivered a sharp split-screen: October existing-home sales fell to an annualized 3.75 million, the lowest pace since August 2...

ECB

ECB’s 12 November Overview Sets the 2% Goal—But Offers No New Rate Decision

The ECB’s 12 November 2026 press release restates its 2% inflation target and describes the tools used to pursue it. What it does not provide is just as important: no current rate decisio...

Employment

Claims Rebound to 200,000, but the Four-Week Average Holds at 195,250

The November 12, 2026 jobless-claims release delivered a split-screen labor reading: seasonally adjusted initial claims rose 9,000 to 200,000, while continuing claims fell 20,000 to 1.697...

Fed

Bowman’s November 10 Speech: A Balanced Story, With Some Big Claims Still Unproven

In a speech dated November 10, 2026, Federal Reserve Vice Chair Michelle Bowman described an economy growing faster, a labor market that had stabilized and inflation progress that had stalled. ...

Trade

October 15 Deadline, November 2 Announcement: The Missing Compliance Update in Mexico Labor Pact

The November 2, 2026 announcement of a U.S.-Mexico labor-rights agreement at Industrias Tecnos arrived with an awkward calendar twist: its stated completion deadline, October 15, had already ...

Consumer

Consumer Credit Growth Surges in September: Revolving Debt Rebounds Sharply Amid High Rates

The Federal Reserve’s November 6, 2026 G.19 release reveals a striking acceleration in consumer credit growth during September, following a sluggish August. Total consumer credit expanded at a 6....

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