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(4330)

Rosenberg: Investors don't think Fed will move in June

Rosenberg: Investors don't think Fed will move in June

Gluskin Sheff and Associates' David Rosenberg focuses on the Fed. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

24 Mai 201622min

Kocherlakota: Focus on Fed timeline is an unhealthy obsession

Kocherlakota: Focus on Fed timeline is an unhealthy obsession

Former Minneapolis Fed President Narayana Kocherlakota weighs in on the negative rate debate. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

24 Mai 201620min

Todd: Trump tries to share his weakness with his opponent

Todd: Trump tries to share his weakness with his opponent

NBC's Chuck Todd weighs in on the presidential elections on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

24 Mai 201611min

Marinov: Dollar could appreciate more from here

Marinov: Dollar could appreciate more from here

Credit Agricole's Valentin Marinov weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

24 Mai 201611min

Haass: Nothing being done in campaign that promotes compromise

Haass: Nothing being done in campaign that promotes compromise

Council on Foreign Relations' Richard Haass sits down to discuss the presidential elections and the impact on the economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

24 Mai 201620min

Bourke: Bayer being very aggressive with debt capacity

Bourke: Bayer being very aggressive with debt capacity

Bloomberg Intelligence's Richard Bourke weighs in on Bayer's $62 billion bid for Monsanto on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information...

23 Mai 201611min

Darda: Fed is on the wrong track

Darda: Fed is on the wrong track

MKM's Michael Darda says the Fed needs a more explicit target. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

23 Mai 201623min

Rattner: Equities are the place to be

Rattner: Equities are the place to be

Willett Advisors Chairman Steve Rattner explains why he's staying in the stock market. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy informatio...

23 Mai 201611min

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