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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Bisat: Turkey has a good economic story

Bisat: Turkey has a good economic story

BlackRock's Amer Bisat weighs in on Turkey's economy and politics on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Slok: We are closer than we've been in years to full employment

Slok: We are closer than we've been in years to full employment

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Bernstein on his life in publishing and human rights

Bernstein on his life in publishing and human rights

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16 Touko 201611min

Fels: ECB may expand purchases to include stocks

Fels: ECB may expand purchases to include stocks

PIMCO's Joachim Fels says the ECB may deliver another round of QE later this year that could include purchases of equities. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudi...

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French: Central bank consensus is emerging

French: Central bank consensus is emerging

Panmure Gordon's Simon French discusses central bank policy outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Ciana: Oil prices set to head higher

Ciana: Oil prices set to head higher

BAML's Paul Ciana discusses the outlook for oil. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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McDonald: Venezuela an outlier of what's happening in LatAm

McDonald: Venezuela an outlier of what's happening in LatAm

Jaquar Growth Partners' Thomas McDonald discusses Venezuela's economy and the rest of Latin America on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy i...

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Goldberg: China policymakers stimulating economy

Goldberg: China policymakers stimulating economy

BlackRock's Pablo Goldberg weighs in on China's economy and the lack of panic in the markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informat...

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