RBC's Jonathan Golub Sees No Signs of a Recession

The video discusses the current state of the stock market, emphasizing that stocks tend to rise unless a recession is imminent. It highlights the lack of recession indicators and the potential for continued market growth. The discussion includes the impact of economic acceleration on stock prices and the role of interest rates in banking sector investments. The video also explores what might trigger a market correction, such as a shock to the system or increased recession fears.

What is the main reason the speaker believes stocks will continue to rise?

• Low market volatility

• The absence of a recession

• High interest rates

• The presence of a recession

What is the expected revenue growth for SMB companies according to Wall Street analysts?

• 2%

• 4%

• 6%

• 8%

What factor is contributing to the re-acceleration of the economy?

• Reduction in global trade

• Improvement in economic conditions

• Increase in government debt

• Decrease in consumer spending

What might trigger a market correction according to the speaker?

• A sudden increase in stock prices

• A shock to the economic system

• A decrease in consumer confidence

• A rise in unemployment rates

What should investors do if they believe interest rates will rise?

• Sell technology stocks

• Buy bonds

• Hold cash

• Invest in banks