Making Sense

Blake Taylor, Market and Economic Research Analyst, covers what to watch in the week ahead. U.S. equities pushed to fresh all‑time highs last week, with the S&P 500 now more than 15% above its late‑March lows. This move reflects more than geopolitics, as corporate earnings results—particularly for mega‑cap technology—continue to outperform expectations. Fresh economic data comes out next week,...

Blake Taylor, Market and Economic Research Analyst, discusses what to watch in the week ahead. U.S. equities hit new all-time highs alongside rising oil prices as markets focused on strong mega cap tech earnings, resilient growth, and an AI driven investment boom that supported solid Q1 GDP. We recap the Fed’s decision to hold rates steady amid rare dissents and preview key labor market data, expl...

In April’s market update, Phillip Neuhart and Blake Taylor break down how global events—including the war in the Middle East—and rapid advances in artificial intelligence are shaping energy markets, inflation, and investor sentiment. Despite a sharp oil price shock and elevated geopolitical risk, U.S. equities have remained resilient, supported by strong corporate earnings and improving fundamenta...

Blake Taylor, Market and Economic Research Analyst, shares what to watch in the week ahead. 1. Q1 Earnings season 2. Federal Reserve meeting 3. GDP data 4. Price and inflation data

Blake Taylor, Market and Economic Research Analyst discusses what to watch in the week ahead. 1. Middle East developments 2. Q1 earnings season 3. Senate confirmation hearing

Blake Taylor, Market and Economic Research Analyst reviews what to watch in the week ahead: 1. Developments in the Middle East 2. Q1 earnings season 3. Company and Fed anecdotes 4. Producer prices

Phillip Neuhart, Head of Market and Economic Research, and Thomas O'Keefe, Managing Director of Investment Strategy, talk about how we think about taxes as part of our investment strategy and philosophy.

Blake Taylor, Market and Economic Research Analyst reviews the week ahead for markets and the economy. 1. CPI inflation data 2. Fed meeting minutes 3. Personal income and spending data

Market and Economic Research Analyst, Blake Taylor covers the week ahead. 1. Employment data 2. Job openings and job cuts 3. ISM manufacturing index

This is the audio from March 24, 2026’s Making Sense Market update. Each month, our team takes a deep dive into markets and the economy. Link to access the video and charts: https://www.firstcitizens.com/wealth/market-outlook/2026/making-sense-march-market-update In March’s Market Update, Brent Ciliano and Phillip Neuhart took a close look at the conflict in the Middle East, as well as other impac...

Market and Economic Research Analyst, Blake Taylor, presents the week ahead for markets and the economy. 1. Commodity prices 2. Global central bank communications 3. Company commentaries For more information, visit firstcitizens.com/wealth/market-outlook.

On Monday, March 16, 2026, Blake Taylor, Market and Economic Research Analyst, shared what to watch this week: 1. Middle East updates 2. The Federal Reserve meeting 3. Producer level inflation

On Monday, March 9, 2026, Phillip Neuhart, Head of Market and Economic Research, and Thomas O’Keefe, Managing Director of Portfolio Strategy, talked about how we’re thinking about portfolio positioning in light of recent geopolitical headlines and market events. With news rapidly changing, investors can easily get lost in the noise. Learn how we’re navigating headlines and portfolios positioning....

Blake Taylor, Market and Economic Research Analyst, covers the week ahead for markets and the economy. 1. Inflation data 2. Household net worth 3. Personal income & spending

This is the audio from February 25, 2026’s Making Sense Market update. Each month, our team takes a deep dive into markets and the economy. Link to access the video and charts: https://www.firstcitizens.com/wealth/market-outlook/2026/making-sense-february-market-update This month, Phillip Neuhart and Blake Taylor talked about the housing market, policy developments and the outlook for jobs and inf...

Blake Taylor, Market and Economic Research Analyst, discusses what to watch for the week ahead in markets and the economy. 1. Employment data 2. ISM indices 3. January retail sales.

Blake Taylor, Market & Economic Research Analyst looks to the week ahead for markets and the economy. 1. Housing market data 2. Tech earnings 3. Ongoing risks

Blake Taylor, Market and Economic Research Analyst, covers the week ahead for markets and the economy. 1. Q4 GDP estimates 2. Personal income & spending 3. Fed policy insights

On today's In Brief, Phillip Neuhart discusses the week ahead for markets and the economy. 1. January employment data 2.Consumer price index 3. Retail sales data

This is the audio from January 2026’s Making Sense Market update. Each month, our team takes a deep dive into markets and the economy. Link to access the video and charts: https://www.firstcitizens.com/wealth/market-outlook/2026/making-sense-january-market-update In this month's market update, Chief Investment Officer, Brent Ciliano, and Senior Director of Market and Economic Research, Phillip Neu...

Blake Taylor, Market and Economic Research Analyst, discusses what to watch this week. 1. Jobs data 2. Consumer sentiment 3. Q4 earnings season

Blake Taylor, Market and Economic Research Analyst, talks about the week ahead for markets and the economy. 1. Home price data 2. What to expect at the Federal Reserve meeting 3. Q4 earnings season

Thomas O’Keefe, Managing Director of Investment Strategy and Partnership, and Phillip Neuhart, Senior Director of Market and Economic Research talked with Randall Huss, Senior Fixed Income Portfolio Manager at First Citizens Bank about the basics bond investing.

Blake Taylor, Market and Economic Research Analyst, covers items to watch in the week ahead. 1. Personal income & Spending. 2. Q4 earnings season

Blake Taylor, Market and Economic Research Analyst, covers items to watch in the week ahead. 1. Inflation data 2. Retail sales 3. Q4 earnings season