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(4316)

Levitt: Sanders phenomenon is a parallel of Trump phenomenon

Levitt: Sanders phenomenon is a parallel of Trump phenomenon

Former SEC Chairman Arthur Levitt says that Americans don't want politics as usual. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9 Mar 201612min

Komileva: Draghi faces an uphill battle

Komileva: Draghi faces an uphill battle

G Plus Economics' Lena Komileva says that ECB President Mario Draghi is struggling to convince skeptical markets. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/lis...

9 Mar 201611min

Murphy: there's a huge anti-establishment swing

Murphy: there's a huge anti-establishment swing

Bloomberg's Megan Murphy says that many American voters are supporting Donald Trump because they think he will do a good job managing the economy. She joins Tom Keene and Michael McKee on Bloomberg Su...

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Goldman: China has highest real interest rates

Goldman: China has highest real interest rates

Asia Times Columnist David Goldman says China has the highest real interest rates of any economy in the world and it's hurting exports. He speaks on Bloomberg Surveillance with Tom Keene and Michael M...

9 Mar 201611min

Goldman: china needs to shift from coal to renewables

Goldman: china needs to shift from coal to renewables

Asia Times Columnist David Goldman discusses China's growth prospects on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

9 Mar 201611min

Ross: Western world is polarized

Ross: Western world is polarized

WL Ross Chairman Wilbur Ross says there's more political extremism in the democratic world right now than at any other time in living memory. He joins Tom Keene and Michael McKee on Bloomberg Surveill...

9 Mar 201612min

Suzuki: cash levels at highest since 2001 on uncertainy

Suzuki: cash levels at highest since 2001 on uncertainy

Merrill Lynch's Dan Suzuki weighs in on fund managers holding cash at the highest level since 2001 due to fear. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

9 Mar 20168min

Suzuki: market up since last peak, driven by dividends

Suzuki: market up since last peak, driven by dividends

Merrill Lynch's Dan Suzuki weighs in on the seven-year anniversary of the bull market and his forecast for equities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

9 Mar 201612min

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