Our take on why the market whipsawed in the wake of Trump's election victory, and what should be on your radar looking ahead.
U.S. markets may be more placid than expected this morning, but questions about the Fed and future policy could create a bumpy ride in the weeks and months ahead.
Morningstar's Ben Johnson explains the launch of our Morningstar Analyst Ratings for ETFs.
Morningstar’s Ben Johnson takes a closer look at how the analyst ratings for the first 100 ETFs shake out and highlights some of our favorites.
Netflix and Constellation Brands offer more trick than treat at today's prices.
The Fed is unlikely to raise rates this week, but fresh jobs and consumer spending numbers will be closely watched ahead of the December meeting.
New drugs will pressure Johnson & Johnson; Netflix looks pricey; and Goldman goes direct to consumers.
Earnings season is in full swing with updates from Netflix, McDonald's, GE, Microsoft, and others. Plus, the consumer price index and industrial production.
Third-quarter earnings season starts this week with reports from several big banks. Plus, minutes from the last Fed meeting will shed more light on why it stood pat on rates.
Alphabet's new Pixel phone is seen as a defensive move and not a game-changer. Plus, winding down the third quarter, and the Janus-Henderson merger.
Stocks continued to climb over the summer as worries over higher rates, emerging-markets, and commodities mostly faded.
Employment data will be closely watch by the market and the Fed this week. Plus, the ISM index, auto sales, and updates from Darden and Yum.
Jack Bogle thinks investors should temper their return expectations, and the OPEC production cut is unlikely to drive prices much higher. Plus, a look at an undervalued and underappreciated financial firm.
Data on personal consumption, housing, and consumer sentiment will close out the month. Plus, Carnival, Nike, and others report.
Though a rate increase at this meeting seems unlikely, the statement and Yellen's press conference might offer hints at what's next.
The Fed’s meeting may not be until later this month, but expect the market to be eyeing inflation, retail sales and other data for clues on what the central bank will do.
It might be a bumpy ride, but with the Fed poised for a slow increase in rates and valuations not radically out of line, U.S. stocks can keep moving higher.
We'll watch for the JOLTS report, ISM services index, and the Fed's Beige Book. Plus, results from Hewlett Packard Enterprise.
We're also watching for the consumer spending and income report, ISM index, auto sales, and factory orders.
The second estimate of second-quarter GDP and durable goods orders are on our radar this week. Plus, Best Buy, HP, Dollar General, and Tiffany.
Earnings from Wal-Mart, Home Depot and others will roll in. Plus, more hints on the Fed’s next move.
The retailers made moves this week to adapt to a shifting landscape, but we see Macy’s as still likely to fall behind. Plus, Disney makes a bet on streaming.
Updates on earnings are ahead from Disney, News Corp, Kohl's, and Macy's. Plus, retail sales, productivity, and labor market data.
August starts off with jobs data as the main event. Plus earnings reports from media firms and consumer names.
The headwinds facing Ford are unlikely to diminish soon, and Apple sets the stage for the new iPhone. Plus, strong results from other tech firms and Coke fizzles.
Results expected from large financial companies and blue-chip tech, plus Netflix, Chipotle, and housing data.
The S&P 500 and Dow hit record highs, and JPMorgan and Yum posted better-than-expected results.
We're looking for results from big banks this week. Plus, retail sales and inflation data.
The uptick in jobs is a sign that the U.S. economy is holding up. Plus, Walgreens has another mixed quarter.
Eyes will be trained this week on jobs numbers and minutes from the Fed's June meeting. Plus earnings from PepsiCo and Walgreens.
Upcoming data on consumption and inflation will be an indicator of consumer health. Plus, Nike earnings and an update on Olive Garden parent Darden.
Can Adobe's cloud momentum continue? Plus, details on FedEx integration of TNT Express and Bed Bath & Beyond's acquisition of One Kings Lane.
We're maintaining a wide-moat rating for Microsoft with a $61 fair value estimate after the deal's announcement. Plus, low expectations on stock and bond returns from the Morningstar Investment Conference.
Rob Arnott and Cliff Asness agree on many fronts, but they have different views on how carefully you should consider valuation when deciding to invest in a factor strategy.
Select emerging market bonds look like the most attractive bet today in the face of artificially low rates in the U.S.
The Central Bank will almost certainly stand pat on rates, but we will still get some insight on what's next. Plus retail sales data, an inflation update, and Oracle's cloud transition.
Poor trial data has created a buying opportunity in the pharmaceutical company. Plus, T. Rowe makes its fundholders whole, and Restoration Hardware misses the trend.
Will productivity remain under pressure? Plus consumer sentiment data, and Lululemon's earnings under the microscope.
We put this week’s disappointing auto and job numbers in perspective. Plus, fair value changes for two utilities after an outrageously priced deal.
Crucial employment and inflation readings are due this week ahead of the Fed's closely watched June meeting.
Concerns that Bayer will overpay for the ag giant have created an opportunity. Plus, why we like defense contractor moats.
After rocky first-quarters from several stores, we’ll hear from Best Buy, Costco, and Dollar General this week.
Home improvement stores also show strong results; Berkshire's interest in Apple not necessarily a sign of new thinking for Buffett.
Investors must consider bringing someone onboard who understands their plan and can step in, if needed, says Morningstar's Christine Benz.
Minutes from the Fed’s last meeting and inflation data will be closely watched as retail earnings continue to roll in.
Retail sales, sentiment data, and earnings from two big retailers will give further insight this week into the biggest driver of the U.S. economy.
Employment growth will have eventually have to slow down to be in line with economic growth, says Morningstar's Bob Johnson.
Dribbling money in over time can effectively minimize risk, but it’s not a wealth-creating process, says financial planning expert Michael Kitces.
CBS, Time Warner, 21st Century Fox and Discovery have been feeling the pressure of 'cord cutting' and are trading at discounts ahead of their earnings this week.
The Federal Reserve offered few clues about its June meeting intentions, but rate hikes are likely to be slow and low. Plus, our read on Facebook, Apple, and Chipotle earnings.