Demographic trends could lead to a shortage of workers in the coming years, potentially boosting the wages of some skilled positions but hurting corporate earnings, says Morningstar's Bob Johnson .
The Fed's eventual rate hike may dislocate markets in the short term, but higher rates are necessary to bring us back to normal, says Morningstar's Bob Johnson .
The transformation of the Greek debt crisis from a banking to a political problem limits the potential impact of a Greek default on the rest of the world, says 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 .
Some factors that are benefiting U.S. consumers are simultaneously weighing down corporate earnings in key sectors, 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 .
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 .
Faulty seasonal factors, weather, and issues at ports have given the illusion of hypervolatility in recent GDP data, writes Morningstar's Bob Johnson .
Earnings reports this week showed how Netflix, IBM, Microsoft, and eBay are thinking about their futures. Plus: Europe's QE is no cure-all.
December's decline had many worried, but adjusting for monthly noise and inflation paints a brighter picture.