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.

Episoder(4332)

Foley: The market is very anxious

Foley: The market is very anxious

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Kass: Deutsche Bank is in trouble

Kass: Deutsche Bank is in trouble

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Kocherlakota: Nobody wants the great inflation again

Kocherlakota: Nobody wants the great inflation again

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Gabriel: It's the Senate stupid!

Gabriel: It's the Senate stupid!

Capital Alpha Partners Founder Chuck Gabriel says the Republicans could still surprise everyone by holding on to the Senate. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystud...

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Bogle: Don’t take risks to get higher returns

Bogle: Don’t take risks to get higher returns

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Bogle: Don't take risks to get higher returns

Bogle: Don't take risks to get higher returns

Vanguard Founder Jack Bogle is doubling down on passive investing, saying holding index funds "forever" is still the best way to go. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See ...

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Bloomberg BNA: Obamacare gets its day in court (again)(Correct)

Bloomberg BNA: Obamacare gets its day in court (again)(Correct)

Bloomberg BNA’s Mary-Anne Pazanowski reports on the case of Evergreen Health Cooperative, which is suing the federal government over the Affordable Care Act’s risk adjustment program, which could forc...

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Graham-Taylor: Equities underperform when more easing announced

Graham-Taylor: Equities underperform when more easing announced

Rabobank's Lyn Graham-Taylor discusses negative rates and its effect on the banking sector on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informatio...

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