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)

Gheit: Outlook for oil is much more constructive long term

Gheit: Outlook for oil is much more constructive long term

Oppenheimer & Co's Fadel Gheit discusses oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Jun 201611min

Munster: Investors viewed LinkedIn as a troubled company

Munster: Investors viewed LinkedIn as a troubled company

Piper Jaffray's Gene Munster weighs in on Microsoft's purchase of LinkedIn on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

14 Jun 201620min

Matus: Manufacturing looks good relative to last month

Matus: Manufacturing looks good relative to last month

UBS Securities' Drew Matus weighs in on this week's U.S. eco data on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 201622min

McIntyre: There is some value in emerging sovereign  bonds

McIntyre: There is some value in emerging sovereign bonds

Brandywine Global's Jack McIntyre discusses global bond yields on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 20168min

Wheeler: Fear, drop in yields hurting European banks

Wheeler: Fear, drop in yields hurting European banks

Atlantic Equities' Chris Wheeler discusses how a drop in global yields is hurting European banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

13 Jun 201612min

Sankaran: Our base case remains Britain will not leave EU

Sankaran: Our base case remains Britain will not leave EU

Eurasia Group's Karthhik Sankaran weighs in on Brexit on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 201622min

Pond:  Move over past few days has been about fear, Brexit

Pond: Move over past few days has been about fear, Brexit

Barclays Capital's Michael Pond sits down to discuss global rates and inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

13 Jun 201620min

Zelizer: The anti-hero president

Zelizer: The anti-hero president

Princeton University History Professor Julian Zelizer says our cycnical culture may lead us to elect a president that we don't actually like. He joins Tom Keene and Michael McKee on Bloomberg Surveill...

10 Jun 20168min

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