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Making Sense episodes
- Inflation Data | Retail Sales | Geopolitical Developments
- Consumer Price Index
- Producer Price Index
- Retail Sales
- Geopolitical Developments
4 min - Earnings Season | How Productive Are We? | Jobless Claims
- Earning Season Continues
- ISM Services Index
- Nonfarm Productivity
- Jobless Claims
4 min - Earnings Season, Economic Data and the Fed Meeting
- Q2 Earnings Season
- Employment Data
- Q2 GDP
- Inflation Data
- FOMC Meeting
5 min - Inflation, Earnings Season and Market Resilience
What’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.
12 min - Housing Data, Trade Policy Developments and Q2 Earnings Season
- Housing Data
- Trade Policy Developments
- Q2 Earnings Season
5 min - Fresh Inflation Data, Retail Sales and Q2 Earnings Season
- Fresh inflation data
- Retail sales
- Q2 earnings season
4 min - In Brief | Jobs Data, Fed Meeting Minutes and Tariff Deadline
- Labor market data
- Federal Reserve meeting minutes
- Geopolitical insights and tariff deadline
2 min - 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.16 min - 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
4 min - In Brief | Geopolitics, Consumer Data and the Housing Market
Coming up this week:
1. Geopolitical headlines2. Personal income and spending data3. Updated housing dataFor more information, visit firstcitizens.com/market-outlook.
Disclosures (01:22)
4 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.