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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McCaughan: Most economic commentators are confused on Fed

McCaughan: Most economic commentators are confused on Fed

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Munster: People will soon think Tim Cook is a genius

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Schenker: Autos are propping up the U.S. economy

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Swonk: Markets have been more right than the Fed on dot plots

Swonk: Markets have been more right than the Fed on dot plots

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Collender: Global economy must crash before Congress acts

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Bory: Corporate bonds tend to track Treasury moves

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Blackwill & Harris on "War By Other Means"

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Authors Robert Blackwill and Jennifer Harris discuss their book "War By Other Means" with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Lignos: Market is repricing in higher Fed rates this year

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RBC's Elsa Lignos weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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