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 .
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.
Earnings disappointments so far have largely been tied to overseas--not U.S.--weakness, as well as sector-specific issues, says Morningstar's Bob Johnson .
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