In almost every government report we've had so far, the impact of Sandy has been far bigger than anybody would have imagined, says Morningstar's Bob Johnson.
Investors can get a better read on the data by tuning out short-term quirks, understanding when indicators are most reliable, and properly sizing the economic magnitude of each report.
We're only asking for more concrete steps in Europe, a stable tax regime here at home, productive corporate cash deployment, more jobs , and mild inflation.