Mon, 21 Apr 2014
The tactical message continues to resonate through equity market rally.
Wall Street expects 3Q will be the first down quarter of earnings in the recovery, but the U.S. economy should pick up some global slack, 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 .
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 .
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.
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 .
The U.S. economy has surged ahead of other major markets since 2009, but investors can't ignore the potential risk factors of a collapse elsewhere, says Morningstar's Bob Johnson .
Retailers are right to expect a better November as consumers bounce back following Sandy and continue holiday shopping, 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.
July 20-22: Get our inflation forecast plus a survey of inflation-fighting tools and portfolio strategies from Morningstar.
But the economy is not all roses, either.
Consumers are buying, but not everything that retailers are selling, writes Morningstar's Bob Johnson .
Things started going south in November--before the elements did, writes Morningstar's Bob Johnson .
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