Market-driven rate declines and lower inflation should be an automatic stimulus to the economy, reducing the need for further Fed intervention, 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.
Morningstar's Bob Johnson assesses the impact of the FOMC's stimulus program so far and stacks up the Fed's growth and employment expectations against his own.
The Fed has played a key role in nudging the recovery along, but the taper of bond purchases won't torpedo the economy, says Morningstar's Bob Johnson.
Morningstar director of economic analysis Bob Johnson addresses recent sluggishness in the economy and makes the case for better growth in the second half of the year.
Morningstar's Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.
It's possible to address the deficit while still maintaining economic growth, but swallowing the whole fiscal cliff at once would be too much for the economy, says Morningstar's Bob Johnson.
Higher gas prices, a moderate slowdown in China, or a tick up in interest rates don't spell doom for the U.S. economy, 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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