February's better-than-expected job gains were still below the 2013 monthly average, but we should see acceleration--albeit uneven--in subsequent months, says Morningstar's Bob Johnson .
The raw data suggest that February job gains should be worse, not better, than the consensus of 143,000, says Morningstar's Bob Johnson .
How investors should think about Ukrainian unrest, the Bitcoin debacle, and home prices that are poised for a breather.
The retail sales report can be an early-warning sign for recessions, but we are still waiting to see if the current slowdown is related to weather or a true dip in demand, says Morningstar's Bob Johnson .
The government's second read on fourth-quarter GDP, due Friday, will probably dip from the initial 3.2% reported growth rate--but don't hit the panic button, says Morningstar's Bob Johnson .
U.S. homebuilding starts are falling with the temperature, but they should thaw in spring, writes Morningstar's Bob Johnson .
Waning austerity measures and more trade will help, but tight lending and moderating growth in China may be headwinds.
With continued government headwinds, lackluster health-care and education hiring, and softness in retail jobs, construction and manufacturing will have to step up to the plate this year, says Morningstar's Bob Johnson .
Things started going south in November--before the elements did, writes Morningstar's Bob Johnson .
Emerging-markets policymakers should be able to stabilize their currencies, but some ripple effects will hit U.S. fundamentals, says Morningstar's Bob Johnson .