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Piedmont Crescent Capital Insights

August 12, 2025

Core Inflation Firms, but Fed Still Has Room to Cut

View From The Piedmont

August 4, 2025

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Labor Softens, Tariffs Bite, and Policy Risks Grow

Employment & Wages

August 1, 2025

Weaker Payroll Growth is Finally Apparent

July 30, 2025

Output Rises Modestly Through Tariff Distortions

OutputConsumer Spending

July 29, 2025

Expectations Improve, Yet Downside Risks Remain

View From The Piedmont

July 28, 2025

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Tariff Diplomacy and the Global Fairway

Housing & Real Estate

July 23, 2025

Locked-In and Priced-Out: The Stalemate in Existing Home Sales

View From The Piedmont

July 23, 2025

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Calm Markets, Fraying Margins, Shifting Risks

Economic OutlookCAVU

July 19, 2025

Proceeding Along a Fragile Glidepath

July 15, 2025

Price Increases Contained By Softer Growth

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