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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... more
FAQs about Making Sense:How many episodes does Making Sense have?The podcast currently has 44 episodes available.
August 18, 2025Jackson Hole Symposium | Housing Data | Jobless ClaimsItems to watch this week:1. Jackson Hole Economic Economic Policy Symposium2. Housing Data3. Jobless Claims...more4minPlay
August 13, 2025Q&A | Inflation and the Fed | Earnings Season Results | Financial MarketsIn 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?...more11minPlay
August 11, 2025Inflation Data | Retail Sales | Geopolitical Developments Consumer Price Index Producer Price Index Retail Sales Geopolitical Developments...more4minPlay
August 03, 2025Earnings Season | How Productive Are We? | Jobless Claims Earning Season Continues ISM Services Index Nonfarm Productivity Jobless Claims...more4minPlay
July 28, 2025Earnings Season, Economic Data and the Fed Meeting Q2 Earnings Season Employment Data Q2 GDP Inflation Data FOMC Meeting...more5minPlay
July 22, 2025Inflation, Earnings Season and Market ResilienceWhat’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....more12minPlay
July 21, 2025Housing Data, Trade Policy Developments and Q2 Earnings Season Housing Data Trade Policy Developments Q2 Earnings Season...more5minPlay
July 14, 2025Fresh Inflation Data, Retail Sales and Q2 Earnings Season Fresh inflation data Retail sales Q2 earnings season...more4minPlay
July 07, 2025In Brief | Jobs Data, Fed Meeting Minutes and Tariff Deadline Labor market data Federal Reserve meeting minutes Geopolitical insights and tariff deadline...more2minPlay
July 02, 2025Portfolio Positioning Insights for Q3 2025On 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 constant in our portfolio positioning....more16minPlay
FAQs about Making Sense:How many episodes does Making Sense have?The podcast currently has 44 episodes available.