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Jeremy Glaser

Jeremy Glaser is the Markets Editor for


The second quarter’s GDP report underscored that consumer spending and residential investing will be the primary drivers of growth in the U.S. as business investment remains anemic, says Morningstar’s Bob Johnson.

In this special midyear report, Morningstar experts discuss when to expect a rate hike from the Federal Reserve, where to find opportunity in the stock market, the effect of oil prices on high-yield bonds, and more.

Despite the sometimes scary headlines, assets flowed into both international developed-markets and European-stock funds in June.

Auto sales, housing starts, labor market indicators, and the stabilization of capital goods orders point to growth for the rest of the year, says J.P. Morgan Asset Management chief global strategist David Kelly.

Recent small-business and job openings reports suggest May's strong employment report was not a mirage and wage growth may heat up.

Berkshire is trying to replicate GEICO strategies with moves like the direct sale of workers comp insurance online, but its success is far from assured, says Morningstar's Vincent Lui.

After updating our projections for Berkshire's businesses and accounting for the deals announced this year, we've raised the firm's fair value estimate by 7%.

Morningstar's Gregg Warren, one of three analysts who will be quizzing Warren Buffett and Charlie Munger in Omaha, describes how he narrows down his list of questions to just six.

Weather, imports/exports, and the energy situation weighed on first-quarter GDP, but the year-over-year quarterly improvement was among the best we've seen in the recovery, says Morningstar's Bob Johnson.

As growth concerns linger in China and the U.S., central-bank policy in Europe appears to be having its desired effect, says Morningstar's Bob Johnson.

An acceleration in job openings, an uptick in housing prices, and a better-than-expected services reading fly in the face of recent economic doomsayers, says Morningstar's Bob Johnson.

March's disappointing jobs data was not shocking given slowing GDP growth, but the economy and employment market should pick up some steam in the coming months, says Morningstar's Bob Johnson.

The euro's fall and a current-account surplus are boosting Europe's position, while overall valuations and earnings potential are currently more attractive versus the U.S., says T. Rowe Price head of international equity Chris Alderson.

Demographic trends could lead to a shortage of workers in the coming years, potentially boosting the wages of some skilled positions but hurting corporate earnings, says Morningstar's Bob Johnson.