Some factors that are benefiting U.S. consumers are simultaneously weighing down corporate earnings in key sectors, says Morningstar's Bob Johnson .
Faulty seasonal factors, weather, and issues at ports have given the illusion of hypervolatility in recent GDP data, writes Morningstar's Bob Johnson .
December's housing data showed improvement, but the widening price gap between new and existing homes remains a concern, says Morningstar's Bob Johnson .
Key differences between the eurozone and the U.S. could make the ECB's bond buying program less effective than the Fed's, says Morningstar's Bob Johnson .
December's decline had many worried, but adjusting for monthly noise and inflation paints a brighter picture.
Earnings reports this week showed how Netflix, IBM, Microsoft, and eBay are thinking about their futures. Plus: Europe's QE is no cure-all.
Some key sectors were down from November, but the year-over-over and inflation-adjusted data is still strong, says Morningstar's Bob Johnson .
Falling oil prices could be a tailwind for consumers and housing but a headwind for oil-driven local economies and corporate earnings, says Morningstar's Bob Johnson .
As retailers have fallen under pressure to start the year, we look at retail ETFs for investors who see a buying opportunity.
As the eyes of the world turn to the ECB, some are beginning to worry about the strength of the U.S. economy.