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Robert Johnson, CFA

Robert Johnson, CFA, is director of economic analysis for Morningstar.


Although all signs point to a decent November jobs report, even a slightly disappointing number is unlikely to forestall a rate hike, says Morningstar’s Bob Johnson.

New businesses boost the economy, but startup growth will likely remain hampered over the next few years, says Morningstar’s Bob Johnson.

Emerging economies have struggled in recent years, but their increased productivity, stronger population growth, and rising middle classes represent an important growth opportunity for the future.

A China-led trade slowdown is putting the brakes on growth, but the OECD thinks easy monetary policy and infrastructure spending could get things back on track.

Recent data points to continued improvement in both housing and consumer spending, which is crucial given that other areas of the economy are stuck in neutral, says Morningstar’s Bob Johnson.

Profits as a percentage of GDP are hitting all-time highs but will begin to decline as tax headwinds intensify, interest rates head higher, and capital expenditures are required.