Even excluding special factors, recent retail sales data suggest we have seen sharp improvement, says Morningstar's Bob Johnson.
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.
Retailers are right to expect a better November as consumers bounce back following Sandy and continue holiday shopping, says Morningstar's Bob Johnson.
Negative second-quarter GDP growth is not out of the question, says Morningstar's Bob Johnson, but the third and fourth quarters should rebound.
There were some unusual areas of strength in a decent overall holiday shopping season, says Morningstar's Bob Johnson.
Leading indicators suggest continued, though sluggish, growth for the U.S. economy in the months ahead, 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.
Recent lackluster spending data suggest the consumer is not as strong as some may believe, says Morningstar's Bob Johnson.
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