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(4327)

Tannenbaum: Inflation is closer to the two percent target

Tannenbaum: Inflation is closer to the two percent target

Northern Trust's Carl Tannenbaum discusses the Fed and the consideration of raising rates in June. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

10 Mai 201622min

Valliere: Everybody wants to get their debt restructured

Valliere: Everybody wants to get their debt restructured

Horizon Investments' Gregory Valliere discussses the primary elections and where Trump falls on the spectrum in regards to his policy. He speaks with Tom Keene and Michael McKee on Bloomberg Surveilla...

10 Mai 201611min

Rosenberg: Fed policy has controlled rates across yield curve

Rosenberg: Fed policy has controlled rates across yield curve

BlackRock's Jeffrey Rosenberg sits down to discuss Fed policy and its impact on the yield curve on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy infor...

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Todd: Some Republicans think stain of Trump hard to wash away

Todd: Some Republicans think stain of Trump hard to wash away

NBC's Chuck Todd discusses the Republican party ahead of the convention on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mai 201611min

Swanson: I don't think Fed rate hike changes landscape

Swanson: I don't think Fed rate hike changes landscape

MFS's James Swanson weighs in on the effect a Fed rate hike has on the consumer on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mai 201611min

Piegza: Early indication that wages are picking up

Piegza: Early indication that wages are picking up

Stifel Nicolaus' Lindsey Piegza discusses job creation and waiting for upward momentum. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy in...

10 Mai 201611min

Dunkelberg: It's been a sub-normal recovery

Dunkelberg: It's been a sub-normal recovery

Liberty Bell Bank Chairman William Dunkelberg discusses the National Federation of Independent Business. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

10 Mai 20168min

Levy: All the candidates have a plan

Levy: All the candidates have a plan

Berenberg's Chief Economist Mickey Levy discusses Trump, Clinton and Bernie Sanders plans under their campaign platforms. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnys...

10 Mai 201612min

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