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.
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.
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 .
You're not getting the full picture if all you consider is the number of jobs added, says Morningstar's Bob Johnson .
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.
Recent data suggest more worrisome conditions for the Chinese economy, and investors shouldn't count on the country for near-term growth, 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.
While demand for multifamily homes surges, changing demographics have kept the single-family market near the bottom with ample room to grow.