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(4331)

Rattner: We don't own bonds at these unprecedented rates

Rattner: We don't own bonds at these unprecedented rates

Willett Advisors' Steve Rattner sits down to discuss global bond yields on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Jun 201611min

Sankey: We don't see oil markets tightening at a rapid pace

Sankey: We don't see oil markets tightening at a rapid pace

Wolfe Research's Paul Sankey weighs in on oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Jun 201620min

Foley: We have residual concerns about low growth

Foley: We have residual concerns about low growth

Rabobank's Jane Foley discusses low growth and its impact on currencies on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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Silvia: There are a lot of jobs with low wages and few benefits

Silvia: There are a lot of jobs with low wages and few benefits

Wells Fargo's John Silvia weighs in on unemployment and labor markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Jun 201620min

Kegan: Fail frequently, fail forward, fail fast

Kegan: Fail frequently, fail forward, fail fast

Haravard Bob Kegan, author of "An Everyone Culture", says that Bridgewater's culture of highlighting failures as well as successes is what has made it one of the most succesful hedge funds in the worl...

9 Jun 201611min

Hensarling: Dodd-Frank has failed

Hensarling: Dodd-Frank has failed

House Financial Services Committee Chairman Jeb Hensarling says that by nearly any measure, the Dodd-Frank Act has been a failure. He joins Tom Keene and Michael McKee on Bloomberg Surveillance to dis...

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Barbour: Trump needs to stop stepping on the story

Barbour: Trump needs to stop stepping on the story

Former RNC Chairman and Former Mississippi Governor Haley Barbour says Donald Trump needs to focus more on policy if he wants to take the White House., He joins Tom Keene and Michael McKee on Bloomber...

9 Jun 201612min

Sen: Oil's new trading range is $45 to $55 a barrel

Sen: Oil's new trading range is $45 to $55 a barrel

Energy Aspects' Amrita Sen discusses oil prices slowly grinding higher on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

9 Jun 201612min

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