Making Sense

Thomas O’Keefe, Managing Director of Investment Strategy and Partnership, and Phillip Neuhart, Senior Director of Market and Economic Research talked with Bryan Light, Senior Portfolio Manager and leader of equity strategy for First Citizens Bank about how his team evaluate companies. We often talk about earnings growth and margins as part of market fundamentals and quantitative investing. What’s...

What to watch in the week ahead: 1. Employment report 2. Job market data 3. ISM indices

On December 17, 2025, Chief Investment Officer Brent Ciliano, Senior Director of Market and Economic Research Phillip Neuhart, and Market and Economic Research Analyst Blake Taylor delivered our 2026 Market Outlook. After weathering a tumultuous start to the year, the US economy and financial markets are ending 2025 close to the consensus expectations from a year ago. Where do interest rates go fr...

Items to watch this week: 1. Employment data 2. CPI 3. Policymaker commentary

Thomas O'Keefe, Managing Director of Portfolio Strategy and Partnership, and Phillip Neuhart, Senior Director of Market & Economic Research, discuss what Fed policy can control and what it can't. What should investors consider in this rate environment?

Items to watch this week: 1. Federal Reserve meeting 2. Job openings and labor turnover 3. Small business optimism

What to watch in the week ahead: 1. ISM survey indices 2. Labor market data 3. Personal income and spending 4. Consumer sentiment

What to watch this week: 1. Official releases including producer price index and retail sales 2. Jobless claims 3. Fed comments and speeches ahead of rate decision

Items to watch this week: 1. Official data releases 2. Inflation and employment data 3. Fed policymaker speeches

Coming up this week: 1. Inflation commentary 2. Washing policy updates 3. Fed policymaker speeches

What to watch in the week ahead: 1. Private employment data 2. ISM manufacturing and services indices 3. Fed policymaker speeches

What to watch this week: 1. Federal Reserve meeting 2. Q3 GDP alternative data sources 3. Q3 earnings season

What to watch this week: 1. Consumer price index report 2. Trade policy updates 3. Q3 earnings results

This week, investors will focus on: 1. Fed policymaker speeches 2. Q3 earnings season 3. Washington policy developments

Learn about the philosophy structuring portfolios, rebalancing practices, and fund manager selection. Phillip Neuhart and Thomas O’Keefe discuss our portfolio positioning strategies for Q4.

This week, investors will watch: 1. Communications from the Federal Reserve 2. Consumer Sentiment survey data from the University of Michigan 3. Other alternate data sources during official data pause

This week, key events to watch: 1. September's Employment report (0:40) 2. Services and Manufacturing data (0:58) 3. Fed speeches throughout the week (1:37)

This week, market watchers will follow: 1. Fed policymaker speeches (0:43) 2. Income, spending, and inflation data (1:18) 3. Legislative bugetary developments (1:42)

Phillip Neuhart and Thomas O’Keefe walk through the core investment philosophy tenets of First Citizens Wealth.

Happening this week: 1. Federal Reserve Rate Decision (0:21) 2. Retail Sales Data (1:17) 3. Housing Starts (1:32) 4. Jobless Claims (1:43)

Items to watch this week: 1. Inflation data (0:12) 2. Jobless claims (0:58) 3. Consumer sentiment (1:13)

Things to watch this week: 1. August's Employment Report 2. Services and manufacturing data 3. Job openings and layoffs

This week, markets and investors should focus on: 1. Fed policymaker speeches 2. House price data 3. Inflation data

Items to watch this week: 1. Jackson Hole Economic Economic Policy Symposium 2. Housing Data 3. Jobless Claims