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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. Consumers Show Some Fortitude

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

  4. Is Something Wrong With Retail Sales?

    This week's retail sales data was not as disappointing as it seemed, says Morningstar's director of economic analysis Bob Johnson.

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