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Piedmont Crescent Capital Insights

CAVUEconomic Outlook

March 22, 2026

A 21st-Century Energy Shock

Housing & Real Estate

March 10, 2026

February 2026 Existing Home Sales: Affordability Improves but Housing Turnover Remains Constrained

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

CAVUEconomic Outlook

February 22, 2026

Discipline Over Design in 2026

Housing & Real Estate

February 18, 2026

December 2025 Housing Starts: A Stronger Than Expected to Finish to 2025

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

The Piedmont Perspective

February 16, 2026

The Piedmont Perspective – A Conflict of Visions: Munich, Ukraine, and the Limits of Design

Inflation

February 13, 2026

Consumer Price Index – January 2026: Energy Suppresses Headline, Shelter Eases Further

Employment & Wages

February 11, 2026

January Employment Report: Green Shoots in a Capital-Intensive Cycle

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