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 are the indications regarding a recession mentioned in the text?

What is the speaker's view on the future of stocks in relation to the economy?

What is the expected revenue growth for SMB companies this year compared to last year?

What factors are suggested to potentially lead to a market correction?

What advice is given regarding owning banks based on interest rate expectations?