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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Herro: Glencore worth substantially more than current value

Herro: Glencore worth substantially more than current value

Harris Associates' David Herro discusses investments in Glencore and Credit Suisse. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Touko 201620min

Stretch: Still a few weeks away from market pricing in Fed move

Stretch: Still a few weeks away from market pricing in Fed move

Canadian Imperial Bank's Jeremy Stretch weighs in on dollar strength and a potential Fed rate increase on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

23 Touko 201622min

Sri-Kumar: Real growth cannot come from monetary policy alone

Sri-Kumar: Real growth cannot come from monetary policy alone

Sri-Kumar Global Strategies' Komal Sri-Kumar sits down to discuss global growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

23 Touko 201620min

Blinder: Markets have June hike priced about right

Blinder: Markets have June hike priced about right

Former Fed Vice Chairman Alan Blinder says the Fed has long considered June a rate-move option. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

20 Touko 201622min

Glickman: Normal has been redefined for oil

Glickman: Normal has been redefined for oil

S&P's Stewart Glickman shares his oil outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

20 Touko 201620min

Reinhart: Fed has a communication problem with the markets

Reinhart: Fed has a communication problem with the markets

Standish Mellon's Vincent Reinhart focuses on the Fed with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

20 Touko 201611min

Rochester: Market is having to price in Brexit risk

Rochester: Market is having to price in Brexit risk

Nomura Currency Strategist Jordan Rochester discusses Brexit with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

20 Touko 201620min

Maki: Fed suddenly objected to market pricing

Maki: Fed suddenly objected to market pricing

Point72 Asset Management's Dean Maki weighs in on the Fed and the next rate hike on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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