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Signals in Conflict: What to Make of Mixed Economic Data
In this episode of The Wealth Enterprise Briefing, Michael Zeuner and Sam Sudame of WE Family Offices unpack the widening disconnect between what stocks and bonds appear to be pricing in. While optimism around trade has lifted consumer confidence and driven a surge in retail trading activity, key indicators tied to corporate sentiment and activity are pointing to a slowdown.
Key topics include:
Manufacturing and services PMIs have moved into contraction
CEO sentiment and new orders data signal margin pressure
Retail trading is driving equity gains, despite weaker fundamentals
Rising term…
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