Strong retail numbers, combined with last week's employment data, continue to indicate more growth in the coming months, according to Morningstar's Bob Johnson.
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.
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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Soft data is likely to keep the Fed easing.
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