Thu, 17 Jul 2014
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Improving residential real estate data could have a big impact on jobs and the recovery, 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 .
Even excluding special factors, recent retail sales data suggest we have seen sharp improvement, says Morningstar's Bob Johnson .
Friday's job report is unlikely to show that the payroll tax-cut expiration has thrown off the job market's slow but steady recovery, says Morningstar's Bob Johnson .
Signs point to softer March employment numbers once again for Friday's jobs report, but Morningstar's Bob Johnson says it's part of a consistent slow and steady growth trend.
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.
The labor market may not be as strong as ADP's December numbers suggest, but it's still on an upswing, say Morningstar's Bob Johnson and Vishnu Lekraj.
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