StoneFlare

Cutting through the noise with data-driven analysis

Latest Articles

Manufacturing

Industrial Production’s Quiet Struggle: July Data Shows Growth, But Only Just

The Federal Reserve’s August 18, 2026 release on Industrial Production and Capacity Utilization paints a picture of an industrial sector hanging in there—but far from thriving. July’s headline numb...

Consumer

Retail Sales in June 2026: Nominal Growth Masks a Flat Consumer Pulse

The Census Bureau’s July 16, 2026 release of Advance Monthly Sales for Retail and Food Services paints a picture of **nominal retail sales up 6.7% year-over-year**, a headline that sounds like a co...

Housing

Housing Supply Stalls Despite Rising Permits: July 2026 Construction Data Expose Growing Market Strain

The Census Bureau’s August 18, 2026 housing report dropped a quietly alarming truth: while **building permits edged up 5.0% month-over-month and 3.1% year-over-year**, actual housing starts and com...

Consumer

Retail Sales July 2026: A Tepid June and Gasoline’s Inflation Mask

The Census Bureau’s July 16, 2026 release on Advance Monthly Sales for Retail and Food Services offers a mixed bag: a headline **+0.2% increase in June** that’s statistically indistinguishable from...

Consumer

June Retail Sales: Flatlining in Plain Sight Amid a 6.7% Nominal YoY Surge

The Census Bureau’s July 16, 2026 release of Advance Monthly Sales for Retail and Food Services delivers a tale of two narratives: a headline month that barely budged (+0.2%) and a year-over-year j...

Consumer

Retail Sales Report July 16, 2026: Consumer Strength or Statistical Smoke and Mirrors?

The Census Bureau’s July 16, 2026 release on June retail and food services sales paints a picture of cautious optimism: headline sales up **0.2% month-over-month** and a robust **6.7% year-over-yea...

Banking

Banking Credit Expansion Slows but Holds Firm: August 7, 2026 H.8 Data Signals Late-Cycle Caution

The Federal Reserve’s August 7, 2026 H.8 release paints a picture of a banking system still growing credit, but with clear signs that the pedal is easing off the gas. Total bank credit rose steadil...

Consumer

Retail Sales in June 2026: Flat Month, Inflated Headlines, and Hidden Consumer Strain

The Census Bureau’s **July 16, 2026** release on Advance Monthly Sales for Retail and Food Services (CB26-113) offers a mixed bag that savvy investors can’t afford to gloss over. At first glance, t...