Lower unemployment claims, a convergence with ADP data trends, and milder seasonal adjustment factors could modestly boost July's BLS job data above consensus, say Morningstar's Bob Johnson and Vishnu Lekraj .
After setbacks in the Affordable Care Act's rollout are resolved, we think one 4-star managed care firm is particularly well-positioned to take advantage of the public exchanges over the longer term, says Morningstar's Vishnu Lekraj .
Although July's employment report looked better than recent months, the year-over-year growth trend is still range-bound. Morningstar's Bob Johnson and Vishnu Lekraj outline what might help in the last five months of the year.
Given the power and advantages that large PBMs possess along the pharmaceutical supply chain, UnitedHealth’s deal for Catamaran makes complete sense, writes Morningstar’s Vishnu Lekraj .
Walgreen's acquisition of Alliance Boots is positive from a strategic standpoint, but the firm will still lack significant long-term competitive advantages, says Morningstar’s Vishnu Lekraj .
Solid October employment gains along with upward revisions to prior months show a job market approaching what we'd typically expect for an economic recovery, say Morningstar's Bob Johnson and Vishnu Lekraj .
Following a solid December employment report, average monthly job growth in 2013 could accelerate, but not by much, say Morningstar's Bob Johnson and Vishnu Lekraj .
Allowing certain minimal-coverage health-insurance plans to stay in effect for one more year isn't a gamechanger for the managed-care organizations' prospects under the Affordable Care Act, says Morningstar's Vishnu Lekraj .
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