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)

Leone: Consolidation remains a key theme across healthcare

Leone: Consolidation remains a key theme across healthcare

BTIG's Dane Leone discusses healthcare and consolidation between companies. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

28 Apr 201611min

Vail: We have more easing ahead just not the right time now

Vail: We have more easing ahead just not the right time now

Nikko Asset Management's John Vail discusses the Bank of Japan and the decisions recently made. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for pr...

28 Apr 201623min

Behravesh: The consumer is spending and makes 70% of economy

Behravesh: The consumer is spending and makes 70% of economy

IHS' Chief Ecnonomist Nairman Behravesh discusses the spending of consumers in the U.S. economy and that we are still on solid grounds. He speaks with Michael McKee and David Gura on Bloomberg Surveil...

28 Apr 201611min

Barofsky: The U.S. stands alone in regulating its banks

Barofsky: The U.S. stands alone in regulating its banks

Jenner and Block Partner Neil Barofsky discusses the aftermath of the Panama Papers and the regulations of banks.See omnystudio.com/listener for privacy information.

28 Apr 20168min

Foley: The Yen is weakening significally but undervalued

Foley: The Yen is weakening significally but undervalued

Rabobank's Jane Foley discusses Bank of Japan's non-movement on the interest rate. She speaks with Michael McKee and David Gura on Bloomberg Surveillance.See omnystudio.com/listener for privacy inform...

28 Apr 201612min

Merk: Central banks have been trying to move markets with words

Merk: Central banks have been trying to move markets with words

Merk Investment's Axel Merk sits down to discuss the BOJ and central banks trying to move markets with forward guidance on Bloomberg Surveillance with Michael McKee and David Gura.See omnystudio.com/l...

28 Apr 201611min

Emanuel: We are positive on healthcare

Emanuel: We are positive on healthcare

UBS's Julian Emanuel weighs in on the healthcare sector after Abbott Laboratories announced plans to buy St. Jude Medical for about $25 billion on Bloomberg Surveillance with Michael McKee and David G...

28 Apr 201620min

Miller: The spillover effect seems to be moderate

Miller: The spillover effect seems to be moderate

Nuveen Investments' John Miller discusses Puerto Rican bonds and how it is likely that most of the payments will be missed on May 1st. He speaks with Michael McKee and Francine Lacqua on Bloomberg Sur...

27 Apr 201611min

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