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.
There is some improvement, but uncertainty looms, says Morningstar's Bob Johnson .
Be on the lookout for revisions to August's lackluster report, plus the wage-growth data, when sizing up Friday's employment report for September, says Morningstar's Bob Johnson .
Although the U.S. economy should continue to grow in the coming year, a weaker global economy could impact corporate earnings, 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 .
If first-quarter GDP growth continues the previous quarter's weakness, recent accelerating job growth will be difficult to maintain, says Morningstar's Bob Johnson .
With most of the debt now being held by institutions, contagion is no longer a concern, says Morningstar's Bob Johnson .
Lower gas prices, an improving job market, and other factors should spur consumers to open their wallets, says Morningstar's Bob Johnson .
Several factors, including population growth, income inequality, and low inflation, could keep a lid on rates over the next several years, says Morningstar's Bob Johnson .