Despite the Federal Reserve's tapering, U.S. interest rates have followed the downward trajectory of eurozone rates in 2014, says Morningstar's Bob Johnson .
The Fed's latest U.S. consumer finance report showed decent income growth overall--but not across the board.
The federal deficit is much lower now than it was a few years ago, but more adjustments in fiscal policy are needed to address the long-term deficit, says Morningstar's Bob Johnson .
Global central bank actions shouldn't derail the Fed's plan to raise rates next year, but the hikes will likely be gradual, says Morningstar's Bob Johnson .
Looking past volatile trade and inventory data, we see upside for consumer and business spending in the second half, says Morningstar's Bob Johnson .
August's modest job gains look more like an outlier than a sign of emerging labor-market weakness, says Morningstar's Bob Johnson .
August jobs reports have been weak throughout the recovery, but investors should keep their eyes on a broader array of metrics when assessing the strength of the labor market, says Morningstar's Bob Johnson .
Plus: Sizing up the ECB's actions, what the BP ruling means for investors, and more.
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Facing entrenched structural issues, the eurozone's days of robust growth are likely over, but there are some reasons for hope, says Morningstar's Bob Johnson .