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(4322)

Cantrill: Markets viewing presidential election as noise

Cantrill: Markets viewing presidential election as noise

Pimco's Libby Cantrill sits down to discuss the New York primaries and the impact of the presidential election on the markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio....

20 Apr 201622min

Galloway: EU's Google antitrust probe probably won't work

Galloway: EU's Google antitrust probe probably won't work

NYU's Scott Galloway sits down to discuss the EU's battle with Google over the Android antitrust probe on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

20 Apr 201620min

Ukonaho: Google needs to change its practices

Ukonaho: Google needs to change its practices

Strategy Analystics' Ville-Petteri Ukonaho speaks about the cultural divide on innovation in the United States and in Europe. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See o...

20 Apr 201612min

O'Neil: Brazil is two nations with impeachment talk

O'Neil: Brazil is two nations with impeachment talk

Council on Foreign Relations' Shannon O'Neil weighs in on Brazil and votes for President Dilma Rousseff's impeachment on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/list...

18 Apr 201622min

Alpert: Concerned about China's slowing growth and inflation

Alpert: Concerned about China's slowing growth and inflation

Westwood Capital's Daniel Alpert discusses China's decline in growth and inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Apr 201620min

Stanley: Regional manufacturing sector improving from last year

Stanley: Regional manufacturing sector improving from last year

Amherst Pierpont's Stephen Stanley weighs in on the manufacturing sector and the regional indices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

18 Apr 201622min

Yergin: Saudi Arabia trying to diversify economy away from oil

Yergin: Saudi Arabia trying to diversify economy away from oil

IHS's Daniel Yergin weighs in on Saudi Arabia's economy and oil's impact on the nation's finances on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

18 Apr 20168min

Hegarty: We care about quality of inflation

Hegarty: We care about quality of inflation

BlackRock's Martin Hegarty discusses inflation expectations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Apr 201612min

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