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Robert S. Johnson

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  1. A Different Story on Retail Sales

    December's decline had many worried, but adjusting for monthly noise and inflation paints a brighter picture.

  2. Will Housing Heat Up in 2015?

    December's housing data showed improvement, but the widening price gap between new and existing homes remains a concern, says Morningstar's Bob Johnson .

  3. Johnson: Reasons to Be Skeptical of ECB Stimulus

    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 .

  4. 4 Tech Firms in Transition

    Earnings reports this week showed how Netflix, IBM, Microsoft, and eBay are thinking about their futures. Plus: Europe's QE is no cure-all.

  5. Is Retail in Retreat?

    As retailers have fallen under pressure to start the year, we look at retail ETFs for investors who see a buying opportunity.

  6. The Upside and Downside to Low Oil Prices

    Falling oil prices could be a tailwind for consumers and housing but a headwind for oil-driven local economies and corporate earnings, says Morningstar's Bob Johnson .

  7. Don't Be Disappointed About December Retail Numbers

    Some key sectors were down from November, but the year-over-over and inflation-adjusted data is still strong, says Morningstar's Bob Johnson .

  8. From Fear of an Overheating U.S. Economy to Doom and Gloom in One Easy Week

    As the eyes of the world turn to the ECB, some are beginning to worry about the strength of the U.S. economy.

  9. Jobs Report: A December Disappointment?

    Friday's jobs number may disappoint some observers, but when averaged with November's robust report, growth should be consistent with what we've seen in the past year, says Morningstar's Bob Johnson .

  10. Johnson: Jobs Report Won’t Force Fed’s Hand

    Despite another strong employment number, the absence of wage or price inflation should give the Fed space to remain patient on rate hikes, says Morningstar's Bob Johnson .

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