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  1. 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.

  2. PIMCO Unconstrained's Dialynas on Interest Rate Expectations

    An eventual interest rate rise could occur in a relatively benign growth environment, and may happen rather quickly, says PIMCO Unconstrained Bond's Chris Dialynas.

  3. 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.

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