The third-quarter GDP revision showing 5% growth resulted from a perfect storm of good news that isn't all sustainable, says Morningstar's Bob Johnson .
The boost from declining rates may be over, but macroeconomic fundamentals in the U.S. should generally be supportive of credit risk.
Wide-moat stocks have performed better than the market overall as investors sought stability in a fully valued market.
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 .
Real wage growth has been sluggish, but low inflation and a tightening job market could give it a kick.
Plus, a 'patient' Fed sparks a rally, FedEx under-delivers, and more.
Slower growth in China will likely mean lower commodity prices--which, in turn, could stimulate the U.S. economy, says Morningstar's Bob Johnson .
Replay now available.
Our current economic recovery might be among the slowest in terms of growth rate, but it's also one of the longest-lasting we've seen.
The Fed will balance improving U.S. labor market data against continued low inflation and weak global growth in timing its first rate increase, says Morningstar's Bob Johnson .