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Thu, 24 Apr 2014

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  1. Tamer Inflation Softens Retail Sales

    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 .

  2. Session 1: Is the Economy Really Losing Steam?

    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.

  3. Deciphering the Big Picture

    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.

  4. Markets and Economy: Put the Big Picture in Perspective

    BlackRock's Heidi Richardson, University of Chicago professor Randy Kroszner, and Morningstar's Bob Johnson tackle today's key macro issues--including employment, housing, consumer and corporate spending, the Fed taper, and much more.

  5. Fed Up?

    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.

  6. Behind the Fed's Taper Tactics

    Morningstar's Bob Johnson on the Federal Reserve's rationale for continuing its bond-buying program and what it means for interest rates, the economy, and the Fed's options going forward.

  7. Economy Still Needs the Fed

    Given current fiscal tightness and low inflation rates, tapering monetary stimulus too severely is riskier than continuing the program, says Morningstar's Bob Johnson .

  8. Johnson: Don't Fret the Fed

    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 .

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