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  1. Consumers Not Spent Out Yet

    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.

  2. Are Housing Stocks Getting Ahead of the Housing Market?

    An eye-popping runup in homebuilders stocks could foretell a better housing market than many expect, but risks still loom, says Morningstar's Bob Johnson.

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