Thu, 16 Feb 2017
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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.
Data suggest that Friday's employment report could yield a better-than-expected headline number thanks in part to a spike in hiring at year-end, 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 sees the Fed in a tough spot trying to balance the pressure of increasing wages against a slowdown in payroll growth.
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