Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
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.
But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.
The coming year could bring some unexpected news from the Fed, on the home front, in the job market, and more, says Morningstar's Bob Johnson.
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