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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Chris Verrone, Strategas Partner &amp; Head of Technical &amp; 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 &amp; 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 &amp; 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: <a href="https://www.bloomberg.com/account/newsletters/surveillance" data-destination="rte:bind">https://www.bloomberg.com/account/newsletters/surveillance</a>

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Surveillance: Dollar Call with Verrone

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e5607a0f-fd45-46fd-b230-b06d00e28add/transcript