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)

Hegarty: inflation is heading higher

Hegarty: inflation is heading higher

BlackRock's Martin Hegarty says that inflation is accelerating enough for consumers to take notice. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

18 Mar 20168min

Verleger: this is oil's false dawn

Verleger: this is oil's false dawn

PKVerleger President Philip Verleger says that the crude collapse was necessary to get rid of excess inventory. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listen...

18 Mar 201612min

Baier: third-party candidate would help Clinton

Baier: third-party candidate would help Clinton

Fox News' Bret Baier says that if a Republican runs as an independent candidate in the election, Hillary Clinton will win the White House. He joins Tom Keene and Michael McKee on Bloomberg Surveillanc...

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Blitz: corporate profits will pick up

Blitz: corporate profits will pick up

ITG's Steve Blitz says that a weaker dollar will help companies' bottom lines in the second quarter. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priv...

18 Mar 201611min

Ben Friedman: Europe & Japan are in terrible trouble

Ben Friedman: Europe & Japan are in terrible trouble

Harvard's Ben Friedman says the ability to stimulate the economy through negative rates is very modest. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for p...

18 Mar 20168min

Ben Friedman: QE works

Ben Friedman: QE works

Harvard's Ben Friedman says that QE works, but forward guidance is a failure. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

18 Mar 201612min

Lewis: renewable energy becoming more competitive

Lewis: renewable energy becoming more competitive

Deutsche Bank's Michael Lewis weighs in on sustainable finance and how it affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information...

18 Mar 201611min

Millard: need to raise retirement age to combat pension costs

Millard: need to raise retirement age to combat pension costs

Citigroup's Charles Millard discusses the $78 trillion of unfunded retirement obligations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information...

18 Mar 201611min

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