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)

Neumann: There is no real risk of a financial crisis in China

Neumann: There is no real risk of a financial crisis in China

HSBC's Frederic Neumann weighs in on China's economy and global growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

9 Jun 201622min

Deverell: Investors nervous again about global growth

Deverell: Investors nervous again about global growth

Credit Suisse's Ric Deverell sits down to discuss global growth and Brexit's impact on fixed income on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy i...

9 Jun 201620min

Campbell: The Saudis are not concerned about shale

Campbell: The Saudis are not concerned about shale

Energy Aspects' Robert Campbell says that Saudi Arabia is less concerned about high-cost producers like U.S. shale, and much more concerned about low cost producers like Iran and Iraq. He joins Tom Ke...

8 Jun 201622min

Dunn: The lingering bitterness of the primaries

Dunn: The lingering bitterness of the primaries

Former White House Communications Director Anita Dunn says that Donald Trump may have won the primaries on his own terms, but the general election is a different campaign. She joins Tom Keene and Mich...

8 Jun 20168min

Bloomberg BNA's Rob Tricchinelli on the battle for Dodd-Frank

Bloomberg BNA's Rob Tricchinelli on the battle for Dodd-Frank

House Republicans are attempting to de-fang the sweeping Dodd-Frank Act. Bloomberg BNA's Rob Tricchinelli joins Tom Keene and Michael McKee on Bloomberg Surveillance to discuss the latest in that pitc...

8 Jun 20166min

Maki: Confident labor markets will pick up in third quarter

Maki: Confident labor markets will pick up in third quarter

Point72 Asset Management's Dean Maki discusses the labor markets and unemployment on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Jun 201622min

Gartman: Markets accounting for political risk

Gartman: Markets accounting for political risk

The Gartman Letter's Dennis Gartman weighs in on the political elections and commodities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Jun 201620min

Valliere: Republicans having a serious case of buyer's remorse

Valliere: Republicans having a serious case of buyer's remorse

Horizon Investments' Greg Valliere weighs in on politics on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Jun 201611min

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