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 .
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 .
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 .
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.
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 .
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 .
We're expecting about 200,000 new private-sector jobs in January, but keep an eye on retail, finance, and government hiring.
April employment numbers--due on Friday--face some headwinds, including moderation after a strong January and February and anemic big company hiring.
Despite month to month volatility, the employment growth trend has been very steady (if uninspiring).
October job gains could come in modestly higher than consensus given a positive seasonal adjustment factor, recent economic trends, and possible tailwinds from construction and retail.