Recent lackluster spending data suggest the consumer is not as strong as some may believe, says Morningstar's Bob Johnson.
Lower inflation trends plus an upcoming Social Security cost-of-living adjustment should contribute to consumers' staying power, says Morningstar's Bob Johnson.
Household net worth is another data point to eclipse precrisis levels and points to further increases in spending despite sluggish income growth, says Morningstar's Bob Johnson.
Lack of demand and investment elsewhere is keeping large companies on the hiring sidelines, say Morningstar's Bob Johnson and Vishnu Lekraj. Get their forecast for Friday's employment report.
Employment improvement, cooling commodity inflation, and lower interest on debt should allow consumer spending to sustain its moderate growth trajectory, says Morningstar's Bob Johnson.
In Session 1 of the 2013 Morningstar Individual Investor Conference, Northern Trust's Katie Nixon, Charlie Bobrinskoy of Ariel, and Morningstar's Bob Johnson tackle today's macro questions on government policy, economic growth, inflation, and more.
Why Morningstar's Bob Johnson is not the most optimistic guy on the street.
Retail sales are softening modestly year over year, but lower gas and drug prices should have upside for consumers' spending power, says Morningstar's Bob Johnson.
July 20-22: Get our inflation forecast plus a survey of inflation-fighting tools and portfolio strategies from Morningstar.
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