Risk assets have jumped out of the gate in 2012 on stronger fourth quarter U.S. economic news, signs of monetary easing globally, particularly in China, and the liquidity facilities provided to euro zone banks by the European Central Bank (ECB) and the U.S. Federal Reserve. One of the most importan…
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.