Mon, 21 Apr 2014
The tactical message continues to resonate through equity market rally.
Even excluding special factors, recent retail sales data suggest we have seen sharp improvement, says Morningstar's Bob Johnson .
A revitalized housing market , better-than-expected manufacturing data, and favorable seasonal adjustment factors could give a modest boost to September employment, says Morningstar's Bob Johnson .
Although the employment market is anything but robust, it's also not likely as weak as the government data would suggest, says Morningstar's Bob Johnson .
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.
Slowing in some emerging markets likely affects other emerging markets more than it harms the U.S. economy, says Morningstar's Bob Johnson .
Improving residential real estate data could have a big impact on jobs and the recovery, says Morningstar's Bob Johnson .
Quirks in auto and education employment, plus recent strength in the consumer sector could impact Friday's jobs report, says Morningstar's Bob Johnson .
Morningstar's Bob Johnson details the components of the upcoming so-called fiscal cliff, suggests a possible smaller-cliff scenario, and weighs the potential economic impact of both.
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