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(4324)

Michaeli: GM is in a better place than Ford regarding profits

Michaeli: GM is in a better place than Ford regarding profits

Citi Global Market Analyst Itay Michaeli discusses GM and the auto sector update, saying that the pickup truck segment is where the core profit center is and not a ton of competition. He speaks with M...

26 Apr 201620min

Todd: Bernie Sanders' run probably ended last week

Todd: Bernie Sanders' run probably ended last week

NBC's Chuck Todd discusses the "acela primaries" on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com/listener for privacy information.

26 Apr 201611min

Pond: Correlation between oil and headline inflation

Pond: Correlation between oil and headline inflation

Barclays' Michael Pond discusses the correlation between oil prices and headline inflation ahead of the FOMC meeting on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com...

26 Apr 201611min

Stiglitz: We have tax system that perpetuates inequality

Stiglitz: We have tax system that perpetuates inequality

Columbia University's Joseph Stiglitz weighs in on our education and tax system that is perpetuating inequality on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com/list...

26 Apr 201620min

Hogan: We may start seeing an earnings growth this year

Hogan: We may start seeing an earnings growth this year

Wunderlich Securities Arthur Hogan discusses the markets having had a significant move off the bottom. He speaks with Michael McKee and Francine Lacqua on Bloomberg Surveillance.See omnystudio.com/lis...

25 Apr 201611min

Patel: The long term trend of the Dollar is still to be higher

Patel: The long term trend of the Dollar is still to be higher

Wells Capital Management Margaret Patel discusses rates and how emerging markets could be the accident, as well as the energy market to cause stocks to go lower. She speaks with Michael McKee and Fran...

25 Apr 201619min

Herro: The consumer is still very strong

Herro: The consumer is still very strong

Harris Associates' David Herro discusses markets and how things are getting a little better. He speaks with Michael McKee and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for p...

25 Apr 201620min

Valliere: GOP's divide-and-conquer strategy too little too late

Valliere: GOP's divide-and-conquer strategy too little too late

Horizon Investment's Greg Valliere weighs in on the decision by Ted Cruz and John Kasich to divide and conquer to defeat Donald Trump on Bloomberg Surveillance with Michael McKee and Francine Lacqua.S...

25 Apr 201622min

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