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  1. Recovery: Slow But Durable

    Economic growth in the current recovery has been about half of prior recoveries, but it's lasting longer, says Morningstar's Bob Johnson. Plus, get Bob's take on the 3Q GDP revision and his 4Q GDP outlook.

  2. October's Job Report Could Surprise on the Upside

    October job gains could come in modestly higher than consensus given a positive seasonal adjustment factor, recent economic trends, and possible tailwinds from construction and retail.

  3. Don't Overpay for Foreign Exposure

    Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.

  4. Nygren: Growth a Bonus at Right Price

    The Oakmark manager says many growth stocks are worthy of his value-oriented portfolios, so long as he doesn't have to overpay to get them.

  1. 1%… The New Normal Growth Rate?

     

  2. Schwab Bond Insights: “It’s All Over But the Shouting”

     

  3. Japan: After the Quake, After the Floods

     

  4. The U.S. Fiscal Negotiations: Update and Expectations for the Coming Weeks

     

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