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International Council of Shopping Centers

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  1. Consumers' Emergence From Winter Hibernation Continues

    Increasing employment and income data suggest that retail sales could accelerate even more from here.

  2. The Market Loves Bad News Again

    Anticipating that the Fed will prolong its stimulus efforts, markets jumped this week on anemic economic news and so-so earnings.

  3. Employment Report Fails to Pass the Sniff Test

    But the economy is not all roses, either.

  4. 6 Reasons to Check Your Expectations for the Economy

    Why Morningstar's Bob Johnson is not the most optimistic guy on the street.

  5. Job Market Still Slogging

    Lackluster ADP data suggest that August's mediocre job growth likely seeped into September, too, says Morningstar's Bob Johnson.

  6. Not Much for Bulls or Bears in Retail Sales

    The report for December indicates that the economy is neither falling apart nor accelerating in any meaningful way, says Morningstar's Bob Johnson.

  7. Consumer Confidence Metrics Hit a Rare Trifecta

    Shopping center data hit new highs, auto sales broke all expectations in June despite strong headwinds, and pending home sales made one of their biggest jumps in the recovery.

  8. Labor Markets Much Tighter Than You Think

    A skills mismatch and lack of labor mobility could trouble the employment market.

  9. Market Mood Gyrations Continue on an Hourly Basis

    Even amid market mood swings courtesy of the Fed, steadily rising employment offset weak manufacturing data.

  10. Still Bullish (But Not Too Bullish)

    Amid shifting consensus estimates, my moderately bullish U.S. GDP growth outlook remains relatively unchanged, writes Morningstar's Bob Johnson.

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