Underneath all the changes in the fourth-quarter GDP data, the U.S. economy is still the same slow-moving ocean liner.
U.S. homebuilding starts are falling with the temperature, but they should thaw in spring, writes Morningstar's Bob Johnson.
The period you examine makes a relatively large difference in guessing what the economy's true trend is.
But the economy is not all roses, either.
A slowing auto-sales growth rate is why I am less bullish than most observers about overall GDP growth in 2014.
Positive economic news--including Friday’s job report--finally overcame fears about Fed stimulus cutbacks.
The potential for another bruising budget battle in January, uncertainty over health insurance, and doubt about Fed policy are likely contributing to the sour views.
Month-over-month retail sales data was surprisingly good, but it's too soon to call it a comeback.
Though the market has been prone to taper frets, nothing in this week's economic data was particularly strong.
Although the market has been soft in recent weeks, it seems to have hardly grasped the potential of a longer-term shutdown, writes Morningstar's Bob Johnson.