Consumers continue to spend, and will continue to be the growth engine of the U.S. economy in 2016.
Population growth could dip into negative territory in the 2040s for developed countries, continuing to drag on long-term world economic growth.
Recent sales data suggest that consumers are valuing experiences over traditional retail items.
October’s Fed statement leaves the door open for a rate increase, but slack in the economy, low inflation, and global worries could very well stay the bank’s hand, says Morningstar’s Roland Czerniawski.
Recent economic indicators suggest that the state of the housing industry remains strong and that the sector may be emerging as the new driver of the U.S. economy.
The valuation picture has changed dramatically over the last three months, but investors shouldn't overlook the risks.
The Federal Reserve has historically been too optimistic with its monetary-policy projections.
While a modest slowdown can't be denied, a majority of the weaker employment data can be attributed to external factors on the goods-producing side.
Recent numbers suggest a rate hike later this month is still possible, and most market participants expect one before year's end.
Real hourly wage growth may fall in the coming months and years as inflation returns to a more normal level.
In the short term, bond rallies are still possible, but in the long run, the gravity of rising rates will depress future bond returns.
The rise in global equity markets during the first quarter has left most of the world overvalued.
As employers continue to deplete the pool of available workers, labor scarcity will likely result in better wage growth in the U.S.
Last year, G7 nations that implemented aggressive QE programs saw their unemployment rates drop by more than 1%, while those that didn't saw their rates increase or stay the same.
Conditions are looking better, but headwinds remain for housing.