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.
The report for December indicates that the economy is neither falling apart nor accelerating in any meaningful way, 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.
With most of the debt now being held by institutions, contagion is no longer a concern, says Morningstar's Bob Johnson .
After weathering higher interest rates and supply bottlenecks, we should see continued improvement in the housing market, says Morningstar's Bob Johnson .
December employment would have to beat the 190,000-job consensus estimate by more than a little to be noteworthy, says Morningstar's Bob Johnson .
The headline number could be driven lower by decelerating growth in a handful of key sectors, says Morningstar's Bob Johnson .
Recent growth deceleration and the emphasis on multifamily home construction suggest housing won't be a major contributor to 2014 GDP, says Morningstar's Bob Johnson .