
 Bloomberg Surveillance Surveillance: Dollar Call with Verrone
 Aug 29, 2023 
 Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, discusses the challenges of a short dollar call. Wells Fargo Chief Economist talks about the high bar for a September rate hike. UBS US Homebuilders & Building Products Equity Research Analyst highlights labor as the biggest headwind for US homebuilders. Morgan Stanley Investment Management Managing Director expects a strong fourth quarter. Jefferies Senior Equity Research Analyst discusses post-summer state of airline travel. 
 Chapters 
 Transcript 
 Episode notes 
 1  2  3  4  5  6  7 
 Introduction 
 00:00 • 2min 
 Analysis of Energy and Financial Stocks 
 01:39 • 14min 
 Outlook for Financial Markets and Unexpected Outcomes 
 15:51 • 2min 
 Challenges and Opportunities in the Homebuilding Industry 
 17:36 • 12min 
 Cost of Capital, Banks and Industrials 
 29:51 • 2min 
 Current State of the Airline Industry 
 32:01 • 4min 
 Rising Costs, Load Factors, and the Introduction of an Adult-Only Section on Airplanes 
 35:40 • 3min 
