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.

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Episoder(4327)

Sowerby: Disappointing earnings news has improved

Sowerby: Disappointing earnings news has improved

Loomis Sayles & Company's David Sowerby weighs in on disappointing earnings and a possible inflection point in the current quarter on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnyst...

13 Mai 201622min

Surveillance Special: Moffett & Nathanson on Future of Media

Surveillance Special: Moffett & Nathanson on Future of Media

Moffettnathanson’s Craig Moffett and Michael Nathanson discuss the future of TV, advertisers, live sports and the telecommunications business. They spoke with Tom Keene and Michael McKee on Bloomberg ...

13 Mai 201631min

Davidowitz: All U.S. department stores are bad

Davidowitz: All U.S. department stores are bad

Davidowitz and Associates' Howard Davidowitz discusses retail sales and the state of many companies that aren't in good standings. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance....

13 Mai 201611min

Santos: Fixed income in Brazil is about expectations

Santos: Fixed income in Brazil is about expectations

JP Morgan's Gabriela Santos discusses Brazil and how it will affect the rest of South America. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for pri...

13 Mai 201611min

Stevens: You can't deny data

Stevens: You can't deny data

Mortgage Bankers' David Stevens discusses the new builder application survey. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

13 Mai 201611min

Syth: More choices for consumers regarding fares and airline

Syth: More choices for consumers regarding fares and airline

Raymond James' Savi Syth discusses airline baggage, walk up fares and Delta. She speaks with Tom Keene and Michael McKee on Bloomberg Radio.See omnystudio.com/listener for privacy information.

13 Mai 201620min

Boersma: Recent run has been long in valuing performance

Boersma: Recent run has been long in valuing performance

Templeton Global Equity Group's Norm Boersma weighs in on the banking sector and cheap valuations for European banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...

12 Mai 201622min

Emons: Brexit debate is starting to heat up

Emons: Brexit debate is starting to heat up

Leader Capital's Ben Emons discusses Brexit, the situation in Brazil, the Chinese Yuan and how it can affect the markets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

12 Mai 20168min

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