Debt concerns have combined with soft economic data to weigh on markets and we’ve seen a bit of return to the “risk on, risk off” trade that dominated 2010. We believe this is a relative temporary phenomenon that should start to reverse toward the end of summer, but there are growing risks. Tenuous…
Morningstar director of economic analysis Bob Johnson addresses recent sluggishness in the economy and makes the case for better growth in the second half of the year.