The packaged-foods merger makes sense from a strategic standpoint, says Morningstar markets editor Jeremy Glaser. Plus, the Fed guessing game continues, and more.
First movers, including Bristol-Myers, and firms that can aggregate a portfolio of immuno-oncology therapies will be positioned well.
Recent data looks a little soft, but a better housing market should buoy up the weaker areas of the economy and make for a steady, staid 2015, says Morningstar's Bob Johnson.
Week ending September 30, 2011.