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)

Jersey: Most immediate unknown is Brexit and contangion effect

Jersey: Most immediate unknown is Brexit and contangion effect

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Sivaram: Green tech's death valley

Sivaram: Green tech's death valley

Varun Sivaram, a fellow at the Council on Foreign Relations, says that when it comes to clean energy, the physicists and engineers need to learn how to entice investors. He joins Tom Keene and Michael...

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Bloomberg Surveillance: Bloomberg BNA's Eleanor Tyler on pharma

Bloomberg Surveillance: Bloomberg BNA's Eleanor Tyler on pharma

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Mody: Brexit Won’t Send Britain Back To The Dark Ages

Mody: Brexit Won’t Send Britain Back To The Dark Ages

Princeton Professor Ashoka Mody says that no one really knows what the impact of a Brexit would be and that one ought to be skeptical of the current forecasts. He joins Tom Keene and Mike McKee on Blo...

7 Jun 201611min

Tynan: A stress-test for automakers (correct)

Tynan: A stress-test for automakers (correct)

Bloomberg Intelligence's Kevin Tynan says that as consumers buy fewer vehicles, automakers must prove they can be profitable at lower volumes. He joins Tom Keene and Michael McKee on Bloomberg Surveil...

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Mody: Brexit Won't Send Britain Back To The Dark Ages

Mody: Brexit Won't Send Britain Back To The Dark Ages

(Bloomberg) -- Princeton Professor Ashoka Mody says that no one really knows what the impact of a Brexit would be and that one ought to be skeptical of the current forecasts.See omnystudio.com/listene...

7 Jun 201611min

Piecyk & Greenfield: Big platforms only winners in mobile ads

Piecyk & Greenfield: Big platforms only winners in mobile ads

BTIG's Walter Piecyk and Richard Greenfield sit down for a special hour on tech, media and telecom on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy in...

7 Jun 201642min

Omero: More people say Democratic primary more hurtful in 2008

Omero: More people say Democratic primary more hurtful in 2008

Penn Schoen Berland's Margie Omero weighs in on the political primaries on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7 Jun 201611min

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