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 is Korzenik's perspective on the future of the bull market?

How does the current consumer spending trend affect consumer discretionary companies?

What impact does the slowdown in China have on US equities according to the discussion?