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  1. Headwinds and Tailwinds for Consumer Spending

    Several opposing factors were at play in January's retail sales report, but a broader view suggests consumers are still hanging in there, says Morningstar's Bob Johnson.

  2. Dark Clouds for the Economy?

    Morningstar's Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.

  3. A Different Kind of Holiday for Consumers

    There were some unusual areas of strength in a decent overall holiday shopping season, says Morningstar's Bob Johnson.

  4. Consumers Show Some Fortitude

    Even excluding special factors, recent retail sales data suggest we have seen sharp improvement, says Morningstar's Bob Johnson.

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