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)

Verleger: Oil prices aren't going to fall very much

Verleger: Oil prices aren't going to fall very much

PK Verleger's Philip Verleger weighs in on oil prices and production on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

18 Apr 201622min

Haass: Brazil's state-sector dominance has gone too far

Haass: Brazil's state-sector dominance has gone too far

Council on Foreign Relations' Richard Haass weighs in on Brazil and what's next for President Dilma Rousseff on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for ...

18 Apr 201620min

Collier: Bottom billion is no threat to the top billion

Collier: Bottom billion is no threat to the top billion

University of Oxford's Paul Collier weighs in on his book "Bottom Billion" on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

15 Apr 201620min

Bolton: Europe still one of the safest regions on terrorism

Bolton: Europe still one of the safest regions on terrorism

Aon Risk Solutions' Scott Bolton discusses the likelihood of a terrorist attack on the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informati...

15 Apr 201611min

Dequadros: Manufacturing starting to show evidence of rebound

Dequadros: Manufacturing starting to show evidence of rebound

RDQ Economics' Conrad Dequadros weighs in on the manufacturing sector being the weakest area of the economy. It's now starting to show evidence of a rebound on Bloomberg Surveillance with Tom Keene an...

15 Apr 201611min

Weinberg: We are bearish on the global economy

Weinberg: We are bearish on the global economy

High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

15 Apr 201620min

Lele: Global growth and liquidity positions are improving

Lele: Global growth and liquidity positions are improving

Deltec Bank's Atul Lele says global growth and liquidity positions are improving and supportive of higher markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

15 Apr 201622min

Dumas: Chinese GDP is strong with fiscal stimulus

Dumas: Chinese GDP is strong with fiscal stimulus

Lombard Street Research's Charles Dumas weighs in on China GDP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

15 Apr 201620min

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