julian howard is still with us. i think this is fascinating because we always see companies beat earnings expectations, but the growth has been amazing. on thea screen appear bloomberg that users can access by typing ea. it shows you earnings. you can see we are looking at 25% growth this year. 33% growth in the tech sector specifically. are you optimistic for earnings, or do you think we have peaked here? julian: i am definitely still optimistic. on your first point, the rate is phenomenal. always that discounting of the wall street expectations machine. that is certainly the best in seven or eight years. in terms of the outlook, the guidance for the rest of 2018 and 2019 is extremely positive. this is a good earnings season. i think people have been taken a little bit by surprise by this because we have nine years of a market rally, where people think earnings are exhausted. people not being paid anything. but workers are not being paid anything. but there is still room to grow. dollar, buts weak also the tax

julian howard, head of multi-asset solutions.ch the jay powell speech in chicago a little later about the economic output. 1:30 your time. hereg up, we'll prevented from sheryl sandberg. she says to work to solve the dates and currency problem. ♪ mark: economics, politics, this is bloomberg surveillance. we are going to be speaking to the national economic council director, larry cutler. a.m. new york time. he will be fascinating to hear his views on the ongoing spat between the u.s. and china. let's get the bloomberg business flash. nejra: former jpmorgan executive met james is said to be among possible replacements for deutsche bank's ceo. according those familiar, on the recruiters did not have a formal mandate, he was found that is part of the search. the deutsche bank official declined to comment. the client said previously he's committed to the role. samsung has announced higher than expected profit. point $7 billion. demand for its memory chips remained strong enough to outweigh concerns about supply loss to apple. preside