Thu, 21 Jul 2016
There are a number of reasons why you should take presentations of outperformance with a grain of salt.
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 .
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.
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.
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.
Despite the market hitting new highs and moderate inflation, consumer spending has remained soft, says Morningstar's Bob Johnson .
Although March employment was weak, we're still within a generally steady--albeit slow--longer-term employment growth trend, says Morningstar's Bob Johnson .
Negative second-quarter GDP growth is not out of the question, says Morningstar's Bob Johnson , but the third and fourth quarters should rebound.
Morningstar's Bob Johnson explains why the various consumer spending reports show different levels of growth--and what each one is really indicating today.
July 20-22: Get our inflation forecast plus a survey of inflation-fighting tools and portfolio strategies from Morningstar.
Although this week's data shattered the mirage of an impending economic boom, neither does it herald the start of a new economic slump--just more of the same slow growth.
Many U.S. metrics took a rest this week, even while the S&P hit a new high and bullish sentiment picks up about the economy.
The market may cheer more free money for all, until the reality of Japan's issues gets a second look.
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