Making Sense

First Citizens Wealth
  • 5.0 (7)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. DEC 22

    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-update

    58 min

  2. DEC 22

    Q3 GDP | FOMC meeting minutes | Jobless claims 12.22.2025

    Making Sense

    4 min
  3. Employment | Inflation | Future interest rates 12.18.2025

    DEC 15

    Employment | Inflation | Future interest rates 12.18.2025

    Items to watch this week: 1. Employment data 2. CPI 3. Policymaker commentary

    5 min

  4. DEC 8

    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
  5. Interest rate decisions | Job openings | Small business optimism 12.08.2025

    DEC 8

    Interest rate decisions | Job openings | Small business optimism 12.08.2025

    Items to watch this week: 1. Federal Reserve meeting 2. Job openings and labor turnover 3. Small business optimism

    4 min
  6. ISM surveys | Labor market data | Consumer spending and sentiment 12.1.2025

    DEC 1

    ISM surveys | Labor market data | Consumer spending and sentiment 12.1.2025

    What to watch in the week ahead: 1. ISM survey indices 2. Labor market data 3. Personal income and spending 4. Consumer sentiment

    4 min
  7. Market trends | Upcoming data releases | Interest rate path

    NOV 24

    Market trends | Upcoming data releases | Interest rate path

    What to watch this week: 1. Official releases including producer price index and retail sales 2. Jobless claims 3. Fed comments and speeches ahead of rate decision

    5 min
  8. Official data resumes | Fed's rate path

    NOV 17

    Official data resumes | Fed's rate path

    Items to watch this week: 1. Official data releases 2. Inflation and employment data 3. Fed policymaker speeches

    4 min
See All (36)

Ratings & Reviews

5
out of 5
7 Ratings

About

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.

Information

  • Creator
    First Citizens Wealth
  • Years Active
    2K
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © 2025
  • Show Website
    Making Sense

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