

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