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(4321)

Vail: Markets are testing the Japanese government

Vail: Markets are testing the Japanese government

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Weisman: Labor force increases are pretty minimal

Weisman: Labor force increases are pretty minimal

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Low: there are limits to the effectiveness of monetary policy

Low: there are limits to the effectiveness of monetary policy

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Profusek: inversions a small part of M&A

Profusek: inversions a small part of M&A

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Goldberg: Validity to emerging markets accumulating debt

Goldberg: Validity to emerging markets accumulating debt

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Morrison: Oil inventory in storage becomes depleted

Morrison: Oil inventory in storage becomes depleted

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Levy: Currently the most housing unit construction since 1974

Levy: Currently the most housing unit construction since 1974

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7 Huhti 201612min

Hickey: crude oil and Fed were working against the market

Hickey: crude oil and Fed were working against the market

Bespoke Investment's Paul Hickey weighs in on oil prices and the Fed working against the market at the beginning of the year on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...

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