{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Wealth Enterprise Briefing","title":"Strong Markets, Weak Data: What Families Should Pay Attention to Now","html":"","width":"100%","height":180,"duration":940,"description":"Economic headlines have been mixed all year, but recently, the tone of the data has shifted.\nIn this episode of The Wealth Enterprise Briefing, Michael Zeuner is joined by Sam Sudame to revisit the macroeconomic picture and unpack what's showing up in both soft and hard data as of late summer 2025.\nThey discuss the delayed impact of tariff policy, why recent inflation spikes are especially important and what slowing consumption and production could signal for the months ahead. They also examine how these risks fit into long-term portfolio positioning, particularly in the context of rising markets and resilient earnings.\nKey points in their discussion include:\nWhat worsening hard data reveals about growth and inflation\nWhy 2025 may now reflect a stagflationary pattern\nImplications for interest rate exposure and bond portfolios\nHow markets are reacting to earnings even as fundamentals weaken\nThe case for rebalancing and staying diversified through cycles\n\nWhile the data is pointing toward more turbulence ahead, Michael and Sam reinforce the value of thoughtful planning, realistic expectations and long-term focus.\nIf this environment has you rethinking how your portfolio is positioned, please reach out to us. We're here to help you think it through.\nImportant Information:\nThe Wealth Enterprise Briefing contains our current opinions and commentary, which are subject to change without notice. The Briefing is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or particular needs of any recipient. Information contained herein has been obtained from sources we believe to be reliable, but we do not guarantee its completeness or accuracy. The information in the Briefing is not a recommendation of any security, and should not be relied upon as investment, legal or tax advice.  Please consult with your investment, legal and tax advisors regarding any implications of the information...","thumbnail_url":"https://img.transistorcdn.com/9SOQ4slShAwf9MH0KMdzzv6IABnu1VYPoYapXNwj9IM/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zMWZh/MjZlOWFlN2JiY2E5/NjA2OWM3NGMyODgx/ZTI1OC5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}