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(4318)

Rahman: attacks show incompetence of Belgium administration

Rahman: attacks show incompetence of Belgium administration

Eurasia Group's Mij Rahman discusses immediate reaction in Beglium and Europe to the attacks in Brussels on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

22 Mar 201612min

Hass: Valeant is under pressure

Hass: Valeant is under pressure

Lightwater Partners' Jerome Hass says Valeant shares aren't a good bet. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

21 Mar 201611min

Levitt: accounting is an art form

Levitt: accounting is an art form

Bloomberg's Arthur Levitt discusses Valeant and how in accounting there is no black and white on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informa...

21 Mar 201611min

Koons:n Valeant's reputation on the line

Koons:n Valeant's reputation on the line

Bloomberg's Cynthia Koons discussing Valeant and whether they can pay down their debt and continue to sell their drugs on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/lis...

21 Mar 20168min

Kennedy: hopeful for this Red Sox baseball season

Kennedy: hopeful for this Red Sox baseball season

Boston Red Sox President and CEO Sam Kennedy discussing how to make tough decisions regarding their players and games on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/list...

21 Mar 201612min

Swonk:home ownership on the rise

Swonk:home ownership on the rise

DSEconomics' Diane Swonk discussing demographics and higher home ownerships than in the year 2000 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

21 Mar 201611min

Swonk: manufacturing sector bottoming out

Swonk: manufacturing sector bottoming out

DSEconomics' Diane Swonk says the manufacturing sector looks like it is bottoming out but coming back a bit on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for p...

21 Mar 201611min

Herro: political uncertainty reflected in the markets

Herro: political uncertainty reflected in the markets

Harris Associates' David Herro weighs in on the political primaries on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

21 Mar 20168min

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