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Making Sense episodes
- Home prices | Federal Reserve meeting | Q4 earnings season 01.26.2026
Blake Taylor, Market and Economic Research Analyst, talks about the week ahead for markets and the economy.
1. Home price data2. What to expect at the Federal Reserve meeting3. Q4 earnings season5 min - Balance in portfolios and the role of fixed income
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.
19 min - Personal income & spending | Q4 earnings season continues 01.20.2026
Blake Taylor, Market and Economic Research Analyst, covers items to watch in the week ahead. 1. Personal income & Spending. 2. Q4 earnings season
5 min - Inflation data | Retail sales | Q4 earnings season 01.12.2026
Blake Taylor, Market and Economic Research Analyst, covers items to watch in the week ahead.
1. Inflation data2. Retail sales3. Q4 earnings season5 min - What is factor-based investing?
Thomas O’Keefe, Managing Director of Investment Strategy and
Partnership, and Phillip Neuhart, Senior Director of Market and EconomicResearch talked with Bryan Light, Senior Portfolio Manager and leader ofequity strategy for First Citizens Bank about how his team evaluatecompanies.We often talk about earnings growth and margins as part of market
fundamentals and quantitative investing. What’s the difference betweenqualitative and quantitative investing? What attributes (or factors) dowe consider when evaluating stocks? Do some factors matter more thanothers?16 min - Employment data | Job market dynamics | ISM Indices 01.05.2026
What to watch in the week ahead:
1. Employment report2. Job market data3. ISM indices5 min - 2026 Market Outlook: Constructive, but cautious - 12.2025
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 from here? Will markets see more volatility next year? What are the headwinds and tailwinds for 2026 and beyond?
Learn more in the 2026 Market Outlook companion commentary: https://www.firstcitizens.com/content/dam/firstcitizens/pdfs/wealth/market-outlook/2025/2026-market-outlook.pdf
Watch the video: https://www.firstcitizens.com/wealth/market-outlook/2025/making-sense-december-market-update58 min - 5 min
- Employment | Inflation | Future interest rates 12.18.2025
Items to watch this week:
1. Employment data2. CPI3. Policymaker commentary5 min - Interest rates and the Fed: How does it all work?
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?
20 min
About Making Sense
From the publisher's feed
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.