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Piedmont Crescent Capital Insights

Consumer SpendingInflation

April 1, 2026

February Retail Sales: : Broad-Based Rebound Masks Geopolitical and Tariff Headwinds

Housing & Real Estate

March 31, 2026

Home Prices: Losing Momentum, but Still Rising, and Splitting Along Regional Lines

Regional Outlooks

March 30, 2026

A Breaking Population Wave: MSA Population Growth in 2024–25: Overall Deceleration, the Immigration Inflection, and a Historic Redistribution of Wealth

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

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

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