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Piedmont Crescent Capital Insights

Consumer SpendingInflation

August 29, 2025

July Personal Income and Spending: Consumers Appear Set to Keep Dancing Until the Music Stops

Housing & Real Estate

August 19, 2025

Housing Starts Rise to Five-Month High in July

View From The Piedmont

August 18, 2025

A View from the Piedmont: Our Weekly Commentary on Money, Credit, Exchange Rates & Geopolitics – Complacency in Precarious Times

Consumer SpendingInflation

August 15, 2025

July Retail Sales: Solid Headline, Better Core

CAVUEconomic Outlook

August 12, 2025

Easing Pressures Clear the Runway for Growth

Inflation

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

Output

July 30, 2025

Output Rises Modestly Through Tariff Distortions

Consumer SpendingOutput

July 29, 2025

Expectations Improve, Yet Downside Risks Remain

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