View From The Piedmont

March 23, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Risky Shoals and a Shrinking Policy Cushion

View From The Piedmont

March 9, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – The Peacemaker’s Dilemma: Deterrence, Duration and the Oil Shock

View From The Piedmont

February 23, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Data Drift, Softer GDP Growth, and Strategic Pressures

View From The Piedmont

February 16, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Signals, Sentiment, and the First Green Shoots

View From The Piedmont

February 9, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Momentum Without Mastery

View From The Piedmont

February 2, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Confidence, Credibility, and a Job-Light Expansion

View From The Piedmont

January 26, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Out of Greenland, Into Term Premium

View From The Piedmont

January 20, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Credibility, Capital, and the Quiet Repricing of Risk

View From The Piedmont

January 12, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – An Economy on Parallel Rails

View From The Piedmont

January 6, 2026

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Cooling the Cycle, Clarifying the Signal