Thu, 23 Jun 2016
Clients often cling to their prior views or forecasts at the expense of acknowledging new information.
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 .
Morningstar's Bob Johnson assesses the impact of the FOMC's stimulus program so far and stacks up the Fed's growth and employment expectations against his own.
In Session 1 of the 2013 Morningstar Individual Investor Conference, Northern Trust's Katie Nixon, Charlie Bobrinskoy of Ariel, and Morningstar's Bob Johnson tackle today's macro questions on government policy, economic growth, inflation, and more.
If February's job growth comes in above expectations, the central bank will have to take a hard look at raising rates later this month, given recent inflation data, says Morningstar's Bob Johnson .
Although all signs point to a decent November jobs report, even a slightly disappointing number is unlikely to forestall a rate hike, 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.
February's retail sales report showed that despite the payroll tax and higher gas prices, the consumer appears to be resilient right now, says Morningstar's Bob Johnson .
Last month's employment numbers showed a continued, steady improvement, but they weren't so strong that the Fed will feel forced to taper its easing programs, says Morningstar's Bob Johnson .
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