Surveillance: Dollar Call with Verrone

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 29 August 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says it's hard to embrace the short dollar call. Jay Bryson, Wells Fargo Chief Economist, says the bar for a September rate hike is high. John Lovallo, UBS US Homebuilders & Building Products Equity Research Analyst, says the supply chains for most US homebuilders have gotten better but the biggest headwind is labor. Andrew Slimmon, Morgan Stanley Investment Management Managing Director & Senior Portfolio Manager, expects a strong fourth quarter. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses the state of airline travel post-summer.
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