Bloomberg Surveillance TV: December 2nd, 2025

Bloomberg Surveillance TV: December 2nd, 2025

  • Jim Zelter, President at Apollo Global Management
  • Lindsey Piegza, Chief Economist at Stifel
  • Katy Kaminski, Chief Research Strategist at AlphaSimplex
  • Matt Shay, President of the National Retail Federation

Apollo Global Management President Jim Zelter looks at some of the expectations for the year ahead while highlighting this year’s strengths in the M&A market and the “amazingly resilient” US economy. Lindsey Piegza, Chief Economist at Stifel, shares her expectations for next week’s FOMC meeting and the path ahead for monetary policy into 2026. Katy Kaminski, Chief Research Strategist at AlphaSimplex, discusses how rate cut optimism is carrying over into small and mid-cap stocks. Matt Shay, President of the National Retail Federation, shares his insights into the state of the US consumer with holiday shopping season in full swing.

See omnystudio.com/listener for privacy information.

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Shing: Political uncertainty is the most hedged trade

Shing: Political uncertainty is the most hedged trade

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Rodriguez: Fed is relevent for the emerging market complex

Rodriguez: Fed is relevent for the emerging market complex

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Sinche: Fed is afraid to get from 0.25% to 1.5%

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Lockhart: Expect Yellen to say "cautious and gradual"

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Eisenbeis: Fed has to say a rate rise is on the table (Correct)

Eisenbeis: Fed has to say a rate rise is on the table (Correct)

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Marks: Major change in rates is far down the road

Marks: Major change in rates is far down the road

Oaktree Capital Group's Howard Marks focuses on the Fed's rate timeline. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Clarida: The markets don't believe the Fed

Clarida: The markets don't believe the Fed

PIMCO's Richard Clarida says the Fed should continue with gradual rate hikes. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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