Morningstar director of economic analysis Bob Johnson addresses recent sluggishness in the economy and makes the case for better growth in the second half of the year.
In Session 1 of the 2013 Morningstar Individual Investor Conference, Northern Trust's Katie Nixon, Charlie Bobrinskoy of Ariel, and Morningstar's Bob Johnson tackle today's macro questions on government policy, economic growth, inflation, and more.
With most of the debt now being held by institutions, contagion is no longer a concern, says Morningstar's Bob Johnson .
Friday's employment report will likely bring another good, but not great, headline number; however, workers should finally see some wage growth, says Morningstar's Bob Johnson .
New and existing home sales and pricing data were positive this week, but a rush to beat rising rates may taper in a few months, says Morningstar's Bob Johnson .
May's better-than-expected employment report will likely lead to a boost in rates as early as September, says Morningstar's Bob Johnson .
There is some improvement, but uncertainty looms, says Morningstar's Bob Johnson .
BlackRock's Heidi Richardson, University of Chicago professor Randy Kroszner, and Morningstar's Bob Johnson tackle today's key macro issues--including employment, housing, consumer and corporate spending, the Fed taper, and much more.
The report for December indicates that the economy is neither falling apart nor accelerating in any meaningful way, says Morningstar's Bob Johnson .
The country's economy and currency are in precipitous decline, but the U.S. economy should provide an engine for global growth, says Morningstar's Bob Johnson .