Everyone talking about an earnings recession is 'really off the mark' (SPX, SPY)

When all the third-quarter earnings results from S&P 500 companies are in, they could show the first quarter of growth in six.
On Friday, the blended earnings growth rate — from companies that have reported plus estimates for the rest of the earnings season — was 1.6%, according to FactSet.
And, Wall Street is betting that the earnings recession is about to end. But there wasn't one to begin with, according to Jonathan Golub, RBC Capital Markets' chief equity strategist