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.
Author
First Citizens Wealth
Category
Podcast website
Latest episode
Jul 6, 2026
Where to listen?
Podcasts in the app Replaio Radio Coming soonPodcasts are coming to the app soon. Install now and be the first to see a whole new take on podcasts
Install for free
Android 5M+ downloads · 4.8 rating
iOS soon
Episodes
Market Update | February 2026 02.03.2026 43:21
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...
In Brief: Employment data | ISM indices | January retail sales 02.27.2026 02.03.2026 5:05
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.
In Brief: Housing data | Tech earnings | Ongoing risks 02.20.2026 23.02.2026 4:17
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
In Brief: Q4 GDP | Personal Income and Spending | Fed policy insights - 02.17.2026 17.02.2026 4:34
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
January employment data | Consumer price index | Retail sales data 02.09.2026 09.02.2026 4:06
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
Market Update | January 2026 03.02.2026 45:17
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...
Jobs data | Consumer sentiment | Q4 earnings 02.02.2026 02.02.2026 4:33
Blake Taylor, Market and Economic Research Analyst, discusses what to watch this week. 1. Jobs data 2. Consumer sentiment 3. Q4 earnings season
Home prices | Federal Reserve meeting | Q4 earnings season 01.26.2026 26.01.2026 4:08
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
Balance in portfolios and the role of fixed income 20.01.2026 18:48
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.
Personal income & spending | Q4 earnings season continues 01.20.2026 20.01.2026 4:23
Blake Taylor, Market and Economic Research Analyst, covers items to watch in the week ahead. 1. Personal income & Spending. 2. Q4 earnings season
Inflation data | Retail sales | Q4 earnings season 01.12.2026 12.01.2026 4:06
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
What is factor-based investing? 07.01.2026 15:19
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...
Employment data | Job market dynamics | ISM Indices 01.05.2026 05.01.2026 4:19
What to watch in the week ahead: 1. Employment report 2. Job market data 3. ISM indices
2026 Market Outlook: Constructive, but cautious - 12.2025 22.12.2025 57:45
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...
Employment | Inflation | Future interest rates 12.18.2025 15.12.2025 4:42
Items to watch this week: 1. Employment data 2. CPI 3. Policymaker commentary
Interest rates and the Fed: How does it all work? 08.12.2025 19:39
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?
Interest rate decisions | Job openings | Small business optimism 12.08.2025 08.12.2025 3:35
Items to watch this week: 1. Federal Reserve meeting 2. Job openings and labor turnover 3. Small business optimism
ISM surveys | Labor market data | Consumer spending and sentiment 12.1.2025 01.12.2025 4:07
What to watch in the week ahead: 1. ISM survey indices 2. Labor market data 3. Personal income and spending 4. Consumer sentiment
Market trends | Upcoming data releases | Interest rate path 24.11.2025 4:38
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
Official data resumes | Fed's rate path 17.11.2025 3:58
Items to watch this week: 1. Official data releases 2. Inflation and employment data 3. Fed policymaker speeches
Inflation commentary | Policy updates 10.11.2025 4:25
Coming up this week: 1. Inflation commentary 2. Washing policy updates 3. Fed policymaker speeches
Private employment data | ISM Indices | Fed speeches 11.03.2025 03.11.2025 3:59
What to watch in the week ahead: 1. Private employment data 2. ISM manufacturing and services indices 3. Fed policymaker speeches
Fed meeting | Q3 GDP | Earning season 10.27.2025 27.10.2025 4:26
What to watch this week: 1. Federal Reserve meeting 2. Q3 GDP alternative data sources 3. Q3 earnings season
Inflation data | Trade policy | Q3 earnings season 10.20.2025 20.10.2025 4:01
What to watch this week: 1. Consumer price index report 2. Trade policy updates 3. Q3 earnings results
Similar podcasts
Listen to the Making Sense podcast in Replaio
Radio and podcasts in one app - free, with no sign-up. Install today and do not miss the launch
Replaio is not a podcast publisher; show names, artwork and audio belong to their authors and are distributed through public RSS feeds.
