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(4321)

Gross: June likely time for one of two FED rate hikes

Gross: June likely time for one of two FED rate hikes

Janus Capital's Bill Gross speaks about the Jobs Day Report and says China is mystery meat of global economy. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/l...

1 Apr 201622min

Shilling: job picture isn't as auspicious as headlines suggest

Shilling: job picture isn't as auspicious as headlines suggest

Gary Shilling & Co.'s Gary Shilling discusses his economic outlook ahead of the jobs report on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy informat...

1 Apr 201622min

Buiter: China's debt load not all bad news

Buiter: China's debt load not all bad news

Citi's Willem Buiter weighs in on China's massive debt load they've created on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

1 Apr 201612min

Glassman: Jobs Day Preview

Glassman: Jobs Day Preview

JPMorgan's James Glassman previews Jobs Day with with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

1 Apr 201620min

Faber: We love to see value and momentum overlap

Faber: We love to see value and momentum overlap

Cambria's Mebane Faber discusses the challenges with strategies when buying stocks and how the stock markets across the world affect everything. He speaks with Tom Keene and Barry Ritholtz on Bloomber...

31 Mar 201619min

Maki:I don't think we will go back to old growth rates

Maki:I don't think we will go back to old growth rates

Point 72 Economist Dean Maki discusses the labor market and modest gains and earnings. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

31 Mar 201622min

Zhu:China's economy is facing downward pressure

Zhu:China's economy is facing downward pressure

HSBC's China Economist John Zhu discusses China's growth cluster and how the inland cities are growing. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener...

31 Mar 201620min

Batley: Brexit market fears related to France more than Britain

Batley: Brexit market fears related to France more than Britain

Lombard Street Research's Richard Batley weighs in on Brexit and market risk on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

31 Mar 201611min

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