Given current fiscal tightness and low inflation rates, tapering monetary stimulus too severely is riskier than continuing the program, says Morningstar's Bob Johnson .
UPDATE: What Fed tapering means for you
Consumers are buying, but not everything that retailers are selling, writes Morningstar's Bob Johnson .
The recent budget deal could offer some positive near-term certainty but still leaves big long-term deficit issues unresolved, says Morningstar's Bob Johnson .
Morningstar experts give their outlooks for this beaten-down segment of the market.
Holiday sales growth should increase over last year but is still far below pre-financial-crisis levels, says Morningstar's Bob Johnson .
The underlying employment fundamentals were solid last month, but the Fed's taper timeline is still too hard to call, says Morningstar's Bob Johnson .
Markets editor Jeremy Glaser sizes up the thank-worthiness of the Fed, health-care spending, market valuations, and more.
UPDATE: Value investing for retirement portfolios
While individuals may have varying experiences with price inflation, the consumer price index is still a good indicator for the economy, says Morningstar's Bob Johnson .