Making Sense
Making Sense
First Citizens Wealth
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.
Behind the Portfolio: Our Investment Philosophy
Phillip Neuhart and Thomas O’Keefe walk through the core investment philosophy tenets of First Citizens Wealth.
Sep 18, 2025
25 min
Fed Meeting | Retail Sales | Housing Data
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)
Sep 15, 2025
4 min
Video
Inflation data | Monitoring jobless claims | Consumer sentiment
Items to watch this week: 1. Inflation data (0:12) 2. Jobless claims (0:58) 3. Consumer sentiment (1:13)
Sep 8, 2025
4 min
Video
Employment Report | Services and Manufacturing | Job Openings and Layoffs
Things to watch this week: 1. August's Employment Report 2. Services and manufacturing data 3. Job openings and layoffs
Sep 2, 2025
3 min
Video
Fed Policymaker Speeches | House Price Data | Inflation
This week, markets and investors should focus on: 1. Fed policymaker speeches 2. House price data 3. Inflation data
Aug 25, 2025
3 min
Jackson Hole Symposium | Housing Data | Jobless Claims
Items to watch this week: 1. Jackson Hole Economic Economic Policy Symposium 2. Housing Data 3. Jobless Claims
Aug 18, 2025
3 min
Q&A | Inflation and the Fed | Earnings Season Results | Financial Markets
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?
Aug 13, 2025
10 min
Inflation Data | Retail Sales | Geopolitical Developments
Consumer Price Index Producer Price Index Retail Sales Geopolitical Developments
Aug 11, 2025
3 min
Earnings Season | How Productive Are We? | Jobless Claims
Earning Season Continues ISM Services Index Nonfarm Productivity Jobless Claims
Aug 3, 2025
3 min
Earnings Season, Economic Data and the Fed Meeting
Q2 Earnings Season Employment Data Q2 GDP Inflation Data FOMC Meeting
Jul 28, 2025
4 min
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