All Episodes
Making Sense — 91 episodes
In Brief: Inflation data | Q3 earnings report | Housing data 10.13.2026
In Brief: Services data | FOMC meeting minutes | US Treasury auctions | Consumer sentiment 10.05.2026
Market Update | September 2026
In Brief: PCE inflation | Employment data | Growth outlook 09.28.2026
In Brief: Policymaker speeches | Housing data | Global energy markets 09.21.2026
In Brief: FOMC rate decision | Retail sales | Geopolitical developments 09.14.2026
In Brief: Producer price index | Consumer price index | Conflict in the Middle East 09.08.2026
In Brief: Employment data | ISM indices | Fixed income markets 08.31.2026
Market Update | August 2026
In Brief: Jackson Hole symposium | PCE inflation | Big tech earnings 08.24.2026
In Brief: Middle East developments | Fed commentary 08.17.2026
In Brief: Inflation data | Household credit | Retail sales 08.10.2026
In Brief: July employment data | Fed policymaker comments | Q2 earnings season 08.03.2026
In Brief: FOMC meeting | Q2 earnings season | Q2 GDP 07.27.2026
Market Update | July 2026
In Brief: Q2 earnings data | Geopolitcal developments 07.20.2026
In Brief: Inflation data | Federal Reserve congressional hearings | Q2 earnings season 07.13.26
In Brief: ISM services data | FOMC meeting minutes | Earnings season 07.06.2026
In Brief: June employment data | Policymaker discussions 06.29.2026
Market Update | June 2026
In Brief: PCE Inflation data | Personal income & spending | Policymaker speeches 06.22.26
In Brief: Federal Reserve meeting | Retail sales data | Pending home sales 06.15.2026
Inside the Federal Reserve: Policy, markets, and what’s next
In Brief: Inflation data | Home sales | Consumer sentiment 06.08.2026
In Brief: Labor market data | Federal Reserve commentary | ISM indices 06.01.2026
Market Update | May 2026
In Brief: Inflation data | House prices | Geopolitical developments 05.26.26
In Brief: Federal Reserve policy | Mega-cap tech earnings | Geopolitical developments 05.18.2026
In Brief: Inflation data | Retail sales | Q1 earnings season results 05.11.2026
In Brief: Job openings | Unemployment data | Fed commentary 05.01.2026
Market Update | April 2026
In Brief: Q1 earnings season | Federal Reserve meeting | Q1 GDP data
In Brief: Middle East developments | Q1 earnings season | Senate confirmation hearing
In Brief: Middle East developments | Q1 earnings season | Company and Fed anecdotes | Producer prices
Investment strategies with taxes in mind
In Brief: Inflation data | Fed meeting minutes | Income and Spending 04.06.2026
In Brief: Employment outlook and ISM manufacturing data
Market Update | March 2026
In Brief: Commodity prices | Global central bank communications | Company commentaries 03.23.2026
In Brief: Middle East updates | Fed meeting | Producer level inflation 03.16.2026
Conflict in the Middle East: Navigating headlines and portfolio positioning
In Brief: Geopolitical developments and inflation data 03.09.2026
Market Update | February 2026
In Brief: Employment data | ISM indices | January retail sales 02.27.2026
In Brief: Housing data | Tech earnings | Ongoing risks 02.20.2026
In Brief: Q4 GDP | Personal Income and Spending | Fed policy insights - 02.17.2026
January employment data | Consumer price index | Retail sales data 02.09.2026
Market Update | January 2026
Jobs data | Consumer sentiment | Q4 earnings 02.02.2026
Home prices | Federal Reserve meeting | Q4 earnings season 01.26.2026
Balance in portfolios and the role of fixed income
Personal income & spending | Q4 earnings season continues 01.20.2026
Inflation data | Retail sales | Q4 earnings season 01.12.2026
What is factor-based investing?
Employment data | Job market dynamics | ISM Indices 01.05.2026
2026 Market Outlook: Constructive, but cautious - 12.2025
Q3 GDP | FOMC meeting minutes | Jobless claims 12.22.2025
Employment | Inflation | Future interest rates 12.18.2025
Interest rates and the Fed: How does it all work?
Interest rate decisions | Job openings | Small business optimism 12.08.2025
ISM surveys | Labor market data | Consumer spending and sentiment 12.1.2025
Market trends | Upcoming data releases | Interest rate path
Official data resumes | Fed's rate path
Inflation commentary | Policy updates
Private employment data | ISM Indices | Fed speeches 11.03.2025
Fed meeting | Q3 GDP | Earning season 10.27.2025
Inflation data | Trade policy | Q3 earnings season 10.20.2025
Fed speeches | Corporate earnings | Washington Policy 10.14.2025
Q4 2025 Portfolio Positioning
Alternate Economic Data to Watch 10.03.2025
Employment Report | ISM Indices | Fed Speeches 09.29.2025
Policymaker Speeches | Consumer Data | Spending Legislation
Behind the Portfolio: Our Investment Philosophy
Fed Meeting | Retail Sales | Housing Data
Inflation data | Monitoring jobless claims | Consumer sentiment
Employment Report | Services and Manufacturing | Job Openings and Layoffs
Fed Policymaker Speeches | House Price Data | Inflation
Jackson Hole Symposium | Housing Data | Jobless Claims
Q&A | Inflation and the Fed | Earnings Season Results | Financial Markets
Inflation Data | Retail Sales | Geopolitical Developments
Earnings Season | How Productive Are We? | Jobless Claims
Earnings Season, Economic Data and the Fed Meeting
Inflation, Earnings Season and Market Resilience
Housing Data, Trade Policy Developments and Q2 Earnings Season
Fresh Inflation Data, Retail Sales and Q2 Earnings Season
In Brief | Jobs Data, Fed Meeting Minutes and Tariff Deadline
Portfolio Positioning Insights for Q3 2025
In Brief | Employment Data, ISM Indices and Policy Developments
In Brief | Geopolitics, Consumer Data and the Housing Market
Helping Institutions Navigate Uncertainty
Trade Policy: Impact on Investors and Business Owners