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)

Heymann: Tepid demand a challenge for industrials to grow sales

Heymann: Tepid demand a challenge for industrials to grow sales

William Blair's Nick Heymann discusses GE and Honeywell earnings on Bloomberg Surveillance with Michael McKee and Francine Lacqua.See omnystudio.com/listener for privacy information.

25 Apr 201620min

Gutierrez: Very proud of Obama's visit to Cuba

Gutierrez: Very proud of Obama's visit to Cuba

Former Secretary of Commerce Carlos Gutierrez discusses future of GOP and his recent trip to Cuba & corporate responsibility. He speaks with Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omny...

22 Apr 201620min

Herrmann: Year 2016 is mirroring job patterns of 00' and 89

Herrmann: Year 2016 is mirroring job patterns of 00' and 89

Mitsubishi Rate Strategist John Herrmann discussing the labor markets and the patterns over the past few years. He speaks with Tom Keene and Scarlet Fu on Bloomberg Surveillance.See omnystudio.com/lis...

22 Apr 201622min

James: People wondered if an IMF was even needed

James: People wondered if an IMF was even needed

Princeton Professor Harold James discussing his relationship with Lagarde and his new job being a historian for the International Monetary Fund. He speaks with Tom Keene and Michael McKee on Bloomberg...

22 Apr 201615min

Mayo: Bank management teams need to be held more accountable

Mayo: Bank management teams need to be held more accountable

CLSA's Michael Mayo weighs in on bank management teams and shareholder meetings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Apr 201622min

Glassman: Some sectors of the economy haven't recovered

Glassman: Some sectors of the economy haven't recovered

JPMorgan's James Glassman sits down to discuss the quality of the job market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

22 Apr 20168min

Moniz: Urgency to respond to global warming is quite great

Moniz: Urgency to respond to global warming is quite great

U.S. Department of Energy's Ernest Moniz discusses Earth Day and energy policy in the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informatio...

22 Apr 201612min

Dixon: Clear indications that the economy is slowing

Dixon: Clear indications that the economy is slowing

Commerzbank Economist Peter Dixon discusses Brexit and what that means for the United Kingdom. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priv...

21 Apr 201611min

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