Holiday sales growth should increase over last year but is still far below pre-financial-crisis levels, says Morningstar's Bob Johnson.
Markets are poised for the Santa rally and January effect. Also in today's Breakfast with Benjamin: Cyber Monday becomes Cyber Week, global factory growth, CEO pay and stock performance, and financing 'The Twelve Days of Christmas.'
Some economists believe that recent, noisy data indicate a recession for the U.S. economy, but Morningstar' Bob Johnson says, not so fast.
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As the retail sector has rebounded, retail ETFs have become pricey.