Making Sense

By 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... more

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FAQs about Making Sense:

How many episodes does Making Sense have?

The podcast currently has 58 episodes available.

Making Sense episodes:

July 21, 2025Housing Data, Trade Policy Developments and Q2 Earnings Season
Housing Data

Trade Policy Developments

Q2 Earnings Season
...more
5min
July 14, 2025Fresh Inflation Data, Retail Sales and Q2 Earnings Season
Fresh inflation data

Retail sales

Q2 earnings season
...more
4min
July 07, 2025In Brief | Jobs Data, Fed Meeting Minutes and Tariff Deadline
Labor market data

Federal Reserve meeting minutes

Geopolitical insights and tariff deadline
...more
2min
July 02, 2025 Portfolio Positioning Insights for Q3 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 constant in our portfolio positioning.
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16min
June 30, 2025 In Brief | Employment Data, ISM Indices and Policy Developments
Coming up this week:
1. June's Employment Data
2. Job Openings Report
3. ISM Indices
4. Tax, Trade and Geopolitics
...more
4min
June 23, 2025 In Brief | Geopolitics, Consumer Data and the Housing Market
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)
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4min
June 11, 2025 Helping Institutions Navigate Uncertainty
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.
...more
13min
May 14, 2025 Trade Policy: Impact on Investors and Business Owners
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?
...more
14min

FAQs about Making Sense:

How many episodes does Making Sense have?

The podcast currently has 58 episodes available.