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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York: Lower for longer range trading in 40's and 50's

York: Lower for longer range trading in 40's and 50's

WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are half of where they were before they are corrected ...

13 Huhti 201620min

Straszheim: reports of death of Chinese economy exaggerated

Straszheim: reports of death of Chinese economy exaggerated

Evercore's Donald Straszheim weighs in on an improving Chinese economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Huhti 201622min

Bianco: 70% of companies will beat earnings expectations

Bianco: 70% of companies will beat earnings expectations

Bianco Research's Jim Bianco sits down to discuss another subpar year for earnings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Huhti 201612min

Chandler: The Yen is a conundrum

Chandler: The Yen is a conundrum

Harriman's Marc Chandler says the Japanese have lost roughly one hundred million dollars in foreign assets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

12 Huhti 201611min

Crescenzi: Significant slack in the labor market

Crescenzi: Significant slack in the labor market

PIMCO's Anthony Crescenzi says FOMC participants are losing confidencec in their own Phillips Curve Analyst. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/lis...

12 Huhti 201620min

Duncan: No supply in low price for owned or rented property

Duncan: No supply in low price for owned or rented property

Fannie Mae's Douglas Duncan says the trend of house prices are moving up strongly and anticipating a five percent nominal. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

12 Huhti 201622min

Peabody: Earnings will be ugly for banks in the next ten days

Peabody: Earnings will be ugly for banks in the next ten days

Portales Partners' Charles Peabody says earnings will be down in double digit numbers, but for the regional banks, earnings will be a bit more mixed. He speaks with Tom Keene and Michael McKee on Bloo...

12 Huhti 201620min

Sinche: China may be quietly taking positions in yen, euro

Sinche: China may be quietly taking positions in yen, euro

Amherst Pierpont's Robert Sinche weighs in on non-dollar exchange rates on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

12 Huhti 201611min

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