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.

Jaksot(4330)

Friedman: NATO simply doesn't work

Friedman: NATO simply doesn't work

Geopolitical Futures Founder George Friedman says we are fighting the last war. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Touko 201612min

Paulsen: Fed should stop stalling

Paulsen: Fed should stop stalling

Wells Capital's Jim Paulsen says markets can adjust to 2-3 rate hikes from the Fed per year. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privac...

18 Touko 201622min

Macklow-Smith: Political events mask improving fundamentals

Macklow-Smith: Political events mask improving fundamentals

JPMorgan's Stephen Macklow-Smith discusses brexit's impact on Europe's outlook. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information...

18 Touko 201620min

Bremmer: Passion and turnout will be for the Brexit vote

Bremmer: Passion and turnout will be for the Brexit vote

Eurasia Group's Ian Bremmer sits down to discuss Brexit and the impact on markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Touko 201620min

Goetzmann: Financial engineering goes back 5,000 years

Goetzmann: Financial engineering goes back 5,000 years

Author William Goetzmann discusses his new book "Money Changes Everything". He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

17 Touko 201611min

Schmitz: People in China are struggling to keep up with change

Schmitz: People in China are struggling to keep up with change

Quest Global's Robert Schmitz discusses his new book "Street of Eternal Happiness". He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informa...

17 Touko 201611min

Selig: Administration laser-focused on trade deals

Selig: Administration laser-focused on trade deals

International Trade Administration's Stefan Selig weighs in on the TPP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

17 Touko 20168min

Zandi: Housing market is healthy

Zandi: Housing market is healthy

Moody's Analytics Chief Economist Mark Zandi reacts to housing starts data. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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