Economic data for last month didn't provide the full spring forward many hoped for and the economy seems to be stuck in its 2%-2.5% GDP growth rut, says Morningstar's Bob Johnson .
Auto sales and production are near their previous high marks, though there are some positives and negatives with employment.
Aside from the monthly BLS data, other reports paint a more upbeat picture of the labor market, but we likely won't see near-term changes to current job growth, 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.
You're not getting the full picture if all you consider is the number of jobs added, says Morningstar's Bob Johnson .
Despite recent volatility in manufacturing data, the longer-term numbers track consumer data and show steady 3%-3.4% growth--a trend that's likely to continue.
Lousy weather and weak holiday results make the sector a relative bargain.
This Case-Shiller index offers an apples-to-apples comparison of home prices and is a great indicator of what's happening in the housing market.
The stock market may have ended up near where it started, but the first quarter was far from placid.
We are concerned about a slow start to U.S. light-vehicle sales this year, but we expect improvement once the cold abates.