Mid-Year Outlook

Recent market volatility has refocused investors on the state of the U.S. economy. Continued improvements in the labor market provide key support for our view that the recovery will continue. However, the path of U.S. growth should now be understood within the context of a later stage in the business cycle.

In this video filmed in mid-July, Fifth Third’s Chief Investment Strategist Jeff Korzenik assesses changing perceptions of growth and inflation in the investment community. We are particularly focused on central bank policy and how the Federal Reserve will address its “dual mandate” of price stability and full employment. Korzenik discusses how the interpretation of this balance by the Fed can impact investors.