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Making Sense episodes
- Alternate Economic Data to Watch 10.03.2025
This week, investors will watch:
1. Communications from the Federal Reserve2. Consumer Sentiment survey data from the University of Michigan3. Other alternate data sources during official data pause5 min - Employment Report | ISM Indices | Fed Speeches 09.29.2025
This week, key events to watch:
1. September's Employment report (0:40)2. Services and Manufacturing data (0:58)3. Fed speeches throughout the week (1:37)5 min - Policymaker Speeches | Consumer Data | Spending Legislation
This week, market watchers will follow:
1. Fed policymaker speeches (0:43)2. Income, spending, and inflation data (1:18)3. Legislative bugetary developments (1:42)5 min - Behind the Portfolio: Our Investment Philosophy
Phillip Neuhart and Thomas O’Keefe walk through the core investment philosophy tenets of First Citizens Wealth.
26 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)5 min - 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)5 min - Employment Report | Services and Manufacturing | Job Openings and Layoffs
Things to watch this week:
1. August's Employment Report2. Services and manufacturing data3. Job openings and layoffs4 min - Fed Policymaker Speeches | House Price Data | Inflation
This week, markets and investors should focus on:
1. Fed policymaker speeches2. House price data3. Inflation data4 min - Jackson Hole Symposium | Housing Data | Jobless Claims
Items to watch this week:
1. Jackson Hole Economic Economic Policy Symposium2. Housing Data3. Jobless Claims4 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?
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.