so for more, we're joined by barry banister and wells fargo head of global marketing strategist paul stopher. thank you both for joining us. barry, i'm going to start with you. we have a number of big names reporting earning this is week not the least cof, which bank o america, visa. what do you expect out of earnings season? will it continue what we saw last week despite today being relatively quiet day >> well, as to the financials, they're squeezed on net interest margin, of course. and on the consumer names and the other names that you mentioned, we're looking for a continuation of the last quarter where you had better than expected top line, a little bit more pricing power but also a lot more operating leverage this is really more of a maintaining of margin story. >> so i understand you and the global market strategists if we can talk about the weakness in the dollar that we saw particularly on friday and then continuation of that today around the ten month lows or so. i mean, how is that factoring into your global forecast and is this more about disappointment from the trump adm

for more, we're joined by the chief equity strategist barry banister as well as wells fargo senior globalty strategist scott wren gentlemen, good morning to you. >> good morning. >> barry, i want to start with you. so how important is this wave of earnings reports, especially for tech based on some of the action we've seen thus far? >> well, the tech companies today, unlike maybe the late 1990s, are actually stronger and better the problem is macro central banks around the world are taking their foot off of interest rates it's affecting valuations. >> scott, should we be concerned about macro? it seems like so few headlines tend to affect stocks at the micro level. is that going to shift at some point? >> well, you know, jon, i believe tech is very sensitive the to interest rate hikes and we'll see some more hikes here and that's going to be a head wind for the overall market but if you look at the tech sector as a whole, valuations there are not stretched, at least in our opinion but the market is going to pay attention to a few things in the second half one is the fed rate hike cycle th