Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance
See omnystudio.com/listener for privacy information.