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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Kearns: Machine Learning & Monetary Policy

Kearns: Machine Learning & Monetary Policy

(Bloomberg) -- Michael Kearns, computer science professor at the University of Pennsylvania, discusses machine learning and the future of monetary policy.See omnystudio.com/listener for privacy inform...

2 Kesä 201612min

Bloomberg Reserve's Elliot: There Is A Right Amount Of Salt

Bloomberg Reserve's Elliot: There Is A Right Amount Of Salt

(Bloomberg) -- Peter Elliot, Editor of Bloomberg Reserve, discusses the delicate art of salting your food.See omnystudio.com/listener for privacy information.

2 Kesä 201611min

Kirkegaard: Brexit & A Civil War Inside The Conservative Party

Kirkegaard: Brexit & A Civil War Inside The Conservative Party

(Bloomberg) -- Jacob Kirkegaard, Senior Fellow at the Peterson Institute for International Economics, says that the Brexit campaign is largely about identity politics.See omnystudio.com/listener for p...

2 Kesä 201611min

Feroli: We Don't Know The Natural Rate Of Unemployment

Feroli: We Don't Know The Natural Rate Of Unemployment

(Bloomberg) -- Michael Feroli, JP Morgan Chief U.S. Economist, says for the Fed, gauging when to hike interest rates is not an exact science.See omnystudio.com/listener for privacy information.

2 Kesä 201612min

Valli: The ECB Is In Wait-And-See Mode

Valli: The ECB Is In Wait-And-See Mode

(Bloomberg) -- Marco Valli, Chief Eurozone Economist at UniCredit, says Mario Draghi is still waiting for ECB stimulus to take hold.See omnystudio.com/listener for privacy information.

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Jalinoos: Dollar Unlikely To Get Significantly Stronger

Jalinoos: Dollar Unlikely To Get Significantly Stronger

(Bloomberg) -- Shahab Jalinoos, Global Head of FX Strategy at Credit Suisee, says that with the Fed glide path falling short of what markets have priced in, the dollar is unlikely to strenghten much f...

2 Kesä 201612min

Fry: More millennials live at home with parents (Correct)

Fry: More millennials live at home with parents (Correct)

Richard Fry, senior research fellow at the Pew Research Center, discusses a new Pew study that finds more 18-34-year-olds are living with their parents than living with a spouse or partner than at any...

1 Kesä 201611min

Sweig: Doing business in Cuba will be a slow process

Sweig: Doing business in Cuba will be a slow process

CFR's Julia Sweig discusses the economy in Cuba and their want for foreign investment. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

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