All indications are this is going to be a healthy earnings season, says Credit Suisse’s Golub

Jonathan Golub, Credit Suisse chief U.S. equity strategist, and Alli McCartney, UBS Private Wealth Management, join 'Squawk on the Street' to discuss Mester's call for a 75 basis point hike in the Fed's July meeting, the negative tone on the sell-side research and more.