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Evaluating Tactical Strategies in Client Portfolios

Thu, 23 Oct 2014

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  1. Will the Economy Break Earnings' Win Streak?

    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 .

  2. Why September's Job Report May Be Better Than Expected

    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 .

  3. Diagnosing the Earnings Malaise

    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 .

  4. Markets and Economy: Put the Big Picture in Perspective

    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.

  5. Tamer Inflation Softens Retail Sales

    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 .

  6. Can the U.S. Recovery Stay Ahead of the Pack?

    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 .

  7. Soft Patch for Retail Sales Is Temporary

    Retailers are right to expect a better November as consumers bounce back following Sandy and continue holiday shopping, says Morningstar's Bob Johnson .

  8. Measuring the Fiscal Cliff

    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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