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(4325)

Ryan: Inventory being weighed down will effect production

Ryan: Inventory being weighed down will effect production

Deutsche Bank's Brett Ryan discusses how the Dollar is still up from a couple of years ago and manufacturing inventory over hang in the U.S.See omnystudio.com/listener for privacy information.

2 Mai 201622min

Miller: It's an ongoing reality that Puerto Rico can't pay debt

Miller: It's an ongoing reality that Puerto Rico can't pay debt

Nuveen Investments John Miller disusses Puerto Rico's money owed and how their default will effect their banking system. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

2 Mai 201620min

Kass: Berkshire Hathaway meeting preview

Kass: Berkshire Hathaway meeting preview

Professor David Kass discusses the upcomming Berkshire Hathaway meeting in Omaha Nebraska. He speaks with David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Apr 201611min

Dobbs: Longer term trends link better with global economy

Dobbs: Longer term trends link better with global economy

McKinsey & Co's Richard Dobbs discusses why investors need to lower their expectations. He speaks with David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Apr 201620min

Baier: Politics are going overboard

Baier: Politics are going overboard

Fox News' Bret Baier talks about the current state of the elections. He speaks to Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

29 Apr 201611min

Mortimer-Lee: Wages are not picking up that much

Mortimer-Lee: Wages are not picking up that much

BNP Paribas' Paul Mortimer-Lee says core numbers are important for the FED. He speaks with Michael McKee and David Gura on Bloomberg surveillance.See omnystudio.com/listener for privacy information.

29 Apr 201622min

Schork: Exxon has downstream refining

Schork: Exxon has downstream refining

Schork Group President Stephen Schork says Exxon is doing well because they have their assets. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for pri...

29 Apr 201620min

Daly: We were expecting more from the Bank of Japan

Daly: We were expecting more from the Bank of Japan

Standard Chartered Bank's Eimear Daly discussing the disappointing results of the Bank of Japan. She speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for ...

28 Apr 201611min

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