Only a Recession Will End This Bull Market: Korzenik

Jeff Korzenik, chief investment strategist at Fifth Third Bank, discusses the current market conditions, highlighting decreased correction risks and confidence in large capital opportunities. He addresses the global sell-off, the impact of a stronger dollar, and the potential effects of QE tapering. Korzenik also touches on concerns about rate rises and bond bubbles, while noting the slow recovery in consumer spending and the global economic slowdown, particularly in China and the EU.

What was one of the reasons 5th Street Bank raised cash earlier this year?

• To increase their marketing budget

• To expand into new markets

• Due to concerns about growth and geopolitical issues

• To invest in new technology

How does the stronger dollar affect small cap stocks according to the discussion?

• It makes them more attractive to investors

• It plagues them due to reevaluation at higher multiples

• It has no impact

• It boosts their growth

What is the expected impact of a stronger dollar on commodity prices?

• It will stabilize commodity prices

• It will depress commodity prices

• It will have no effect

• It will increase commodity prices

What is the anticipated effect of the imminent rate rise on the market?

• It will trigger a market crash

• It will slow the pace of market gains

• It will lead to a double-digit market growth

• It will have no effect

What is one reason for the slow consumer spending recovery?

• High inflation rates

• Increased online shopping

• Lack of consumer confidence

• High unemployment rates

What is the current stance of 5th Street Bank regarding the bond bubble concern?

• They think it will lead to a recession

• They are indifferent to the concern

• They believe the market has already adjusted

• They agree with the concern

How is the global economic slowdown, particularly in China, expected to impact US equities?

• It will have no impact

• It will stabilize US equities

• It could trigger a 10% sell-off

• It will boost US equities