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(4317)

Vail: Kuroda won't throw the kitchen sink at the economy

Vail: Kuroda won't throw the kitchen sink at the economy

Nikko Asset Management's John Vail explains why he doesn't expect the Bank of Japan to act this week. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for pri...

14 Mar 201611min

Vail: BOJ likes to surprise the markets

Vail: BOJ likes to surprise the markets

Nikko Asset Management's John Vail says that the Bank of Japan isn't expected to act this week, but a move can't be ruled out. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

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Levitt: SEC should put investors first

Levitt: SEC should put investors first

Former SEC Chairman Arthur Levitt says investors' interests should be the top priority for anyone working at the SEC. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

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9am-10am ET: Levitt, Vail & Newman

9am-10am ET: Levitt, Vail & Newman

Former SEC Chairman Arthur Levitt discusses the Senate Banking Committee's nominations. Nikko Asset Management's John Vail explains why the Bank of Japan won't throw the kitchen sink at the economy. A...

14 Mar 201642min

Masters: automatic enrollment crucial for retirement saving

Masters: automatic enrollment crucial for retirement saving

Bernstein's Seth Masters discusses strategies to avoid the looming pensions crisis. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Mar 20168min

Masters: not paid enough for risk

Masters: not paid enough for risk

Bernstein's Seth Masters explains why he's slightly underweight equities. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Mar 201612min

Zentner: no compelling reason for Fed to raise rates

Zentner: no compelling reason for Fed to raise rates

Morgan Stanley's Ellen Zentner says global headwinds and weak inflation mean the Fed doesn't need to tighten. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

14 Mar 201611min

Zentner: Fed's outlook is too lofty

Zentner: Fed's outlook is too lofty

Morgan Stanley's Ellen Zentner defends her new Fed call. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

14 Mar 201611min

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