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Making Sense episodes
- Interest rate decisions | Job openings | Small business optimism 12.08.2025
Items to watch this week:
1. Federal Reserve meeting2. Job openings and labor turnover3. Small business optimism4 min - ISM surveys | Labor market data | Consumer spending and sentiment 12.1.2025
What to watch in the week ahead:
1. ISM survey indices2. Labor market data3. Personal income and spending4. Consumer sentiment5 min - Market trends | Upcoming data releases | Interest rate path
What to watch this week:
1. Official releases including producer price index and retail sales2. Jobless claims3. Fed comments and speeches ahead of rate decision5 min - Official data resumes | Fed's rate path
Items to watch this week:
1. Official data releases2. Inflation and employment data3. Fed policymaker speeches4 min - Inflation commentary | Policy updates
Coming up this week:
1. Inflation commentary2. Washing policy updates3. Fed policymaker speeches5 min - Private employment data | ISM Indices | Fed speeches 11.03.2025
What to watch in the week ahead:
1. Private employment data2. ISM manufacturing and services indices3. Fed policymaker speeches4 min - Fed meeting | Q3 GDP | Earning season 10.27.2025
What to watch this week:
1. Federal Reserve meeting2. Q3 GDP alternative data sources3. Q3 earnings season5 min - Inflation data | Trade policy | Q3 earnings season 10.20.2025
What to watch this week:
1. Consumer price index report2. Trade policy updates3. Q3 earnings results5 min - Fed speeches | Corporate earnings | Washington Policy 10.14.2025
This week, investors will focus on:
1. Fed policymaker speeches2. Q3 earnings season3. Washington policy developments5 min - Q4 2025 Portfolio Positioning
Learn about the philosophy structuring portfolios, rebalancing practices, and fund manager selection. Phillip Neuhart and Thomas O’Keefe discuss our portfolio positioning strategies for Q4.
11 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.