Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
Cliffs plus ceilings, the Fed plus tightening, and Google plus regulators are just some of the pairings that caught investors' interest this week.
Although the Fed's remaining toolbox is constrained, investors can stack the deck in their favor with high-quality stock picks, says Morningstar's Bill Bergman.
Merk Funds' Axel Merk says the European Central Bank will spend and print less money than the Fed in the face of economic problems.
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