First Citizens Wealth

Making Sense

Making Sense explores the key forces shaping today’s markets—and how they impact the financial decisions investors face every day. Through timely conversations, our market and economic researchers cut through the noise and break down the headlines, trends and market movements that matter, helping you navigate volatility and make more informed investment decisions. Learn more at firstcitizens.com/market-update.

Bezoek zeker de website van de podcast en steun de maker: fast.wistia.net

Auteur

First Citizens Wealth

Categorie

Business

Website van de podcast

fast.wistia.net

Nieuwste aflevering

28 sep. 2026

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Afleveringen

Q&A | Inflation and the Fed | Earnings Season Results | Financial Markets 13.08.2025

In this month's Making Sense Q&A series, Brent Ciliano and Phillip Neuhart discuss rising inflation data and what it could mean for the Fed’s path forward. July’s inflation data showed tariff impacts seeping into certain sectors, but not others. Why is that? With September’s rate decision on the horizon, what should investors consider ahead of the Fed’s next meeting?

Inflation Data | Retail Sales | Geopolitical Developments 11.08.2025

Consumer Price Index Producer Price Index Retail Sales Geopolitical Developments

Earnings Season | How Productive Are We? | Jobless Claims 03.08.2025

Earning Season Continues ISM Services Index Nonfarm Productivity Jobless Claims

Earnings Season, Economic Data and the Fed Meeting 28.07.2025

Q2 Earnings Season Employment Data Q2 GDP Inflation Data FOMC Meeting

Inflation, Earnings Season and Market Resilience 22.07.2025

What’s the economic landscape ahead of next week’s Fed meeting? What are we watching in Q2 earnings season, and what might it all mean for financial markets? Learn more in July’s Q&A with Brent Ciliano and Phillip Neuhart.

Housing Data, Trade Policy Developments and Q2 Earnings Season 21.07.2025

Housing Data Trade Policy Developments Q2 Earnings Season

Fresh Inflation Data, Retail Sales and Q2 Earnings Season Video 14.07.2025

Fresh inflation data Retail sales Q2 earnings season

In Brief | Jobs Data, Fed Meeting Minutes and Tariff Deadline 07.07.2025

Labor market data Federal Reserve meeting minutes Geopolitical insights and tariff deadline

Portfolio Positioning Insights for Q3 2025 02.07.2025

On June 24, 2025, Thomas O’Keefe, Managing Director, and Phillip Neuhart, Director of Market and Economic Research, sat down to talk about the underlying factors and decisions making up our portfolio positioning strategy for third quarter. While global challenges exist, reacting to narratives is not an efficient investing strategy. Balance in portfolios with adequate guardrails in place remains co...

In Brief | Employment Data, ISM Indices and Policy Developments 30.06.2025

Coming up this week: 1. June's Employment Data 2. Job Openings Report 3. ISM Indices 4. Tax, Trade and Geopolitics

In Brief | Geopolitics, Consumer Data and the Housing Market 23.06.2025

Coming up this week: 1. Geopolitical headlines 2. Personal income and spending data 3. Updated housing data For more information, visit firstcitizens.com/market-outlook. Disclosures (01:22)

Helping Institutions Navigate Uncertainty 11.06.2025

In this month's Q&A, Craig Letendre and Phillip Neuhart remind institutional investors to focus on the “why” behind their portfolio decisions to help navigate uncertainty.

Trade Policy: Impact on Investors and Business Owners 14.05.2025

This month's Making Sense Q&A features Director of Market and Economic Research Phillip Neuhart and Market and Economic Research Analyst Blake Taylor. As tariff policy continues to evolve, where does the broader economy stand? What should investors and business owners consider? How might the Federal Reserve manage interest rates and monetary policy going forward?

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