StoneFlare

Cutting through the noise with data-driven analysis

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Housing

Housing Market Stalls: August Sales Drop Below 4 Million for First Time Since Mid-2025

The National Association of Realtors’ September 10, 2026 release delivered a sobering snapshot: existing-home sales fell **2.0% month-over-month** and **1.2% year-over-year** in August, sliding to ...

Inflation

Producer Prices Heat Up Again: August PPI Shows Upstream Inflation Surging 12.8% Amid Diesel Spike

The **September 10, 2026** Producer Price Index (PPI) release jolts the inflation narrative awake. After a lull in June and July, headline final-demand PPI climbed **0.4 percent** in August, a mode...

ECB

ECB Tightens Without a Word: September 10, 2026 Rate Hike Leaves Markets Guessing

On **10 September 2026**, the European Central Bank dropped a monetary-policy bombshell—and then left investors in the dark. The ECB’s official press page announced a **uniform 25-basis-point incre...

Employment

Initial Jobless Claims: A Modest Dip or Just Seasonal Noise? The September 10, 2026 Data Tells a More Nuanced Story

The September 10, 2026 weekly jobless claims report landed with a headline: initial claims fell by **1,000 to 206,000** for the week ending September 5. On the surface, that’s a tidy little improve...

Consumer

Consumer Credit Growth Picks Up Steam in July 2026, but High Costs Keep Households on Edge

The Federal Reserve’s September 8, 2026 G.19 release reveals a clear acceleration in consumer credit growth, with total credit expanding at a **4.2% seasonally adjusted annual rate in July**, up fr...

Fed

Waller’s Hawkish Pivot: September 3 Speech Signals Hold-With-Hike Risk Ahead of FOMC

On **September 3, 2026**, Federal Reserve Governor Christopher J. Waller delivered a speech that quietly but decisively shifted his monetary policy stance from early-year dovishness to a **cautious...

Banking

Credit Crunch Warning Lights Flash: August 28, 2026 H.8 Data Reveal Sharp Business Lending Slowdown

The Federal Reserve’s August 28, 2026 H.8 release paints a nuanced picture of the banking system’s health: overall credit continues to expand, but the engine driving business investment—Commercial ...

Employment

Payroll Revisions Flip the Script: July Jobs Bounce Back, But August’s Surge Is More Bark Than Bite

The September 4, 2026 payroll report rewrote recent labor market history, upgrading June and July employment figures by a combined **55,000 jobs** and transforming July’s initially reported **23,00...