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)

Bogle: passive investing does really well in down markets

Bogle: passive investing does really well in down markets

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Krawcheck: diversity leads to higher returns

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9am-10am ET: Bogle, Regan & Jacobsen

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Zandi: we're not measuring GDP correctly

Zandi: we're not measuring GDP correctly

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Zandi: don't bet against the American economy

Zandi: don't bet against the American economy

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8 Mar 201611min

Stanziale: natural gas can't catch a break

Stanziale: natural gas can't catch a break

Eurasia Group's Bruno Stanziale says that power generation is going overwhelmingly into natural gas because of coal plant retirement. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

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Stanziale: no longer in the commodity supercycle

Stanziale: no longer in the commodity supercycle

Eurasia Group's Bruno Stanziale says that the oil market will balance slowly. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8 Mar 201612min

8am-9am ET: Stanziale & Zandi

8am-9am ET: Stanziale & Zandi

Eurasia's Bruno Stanziale gives his outlook for the oil market, as crude falls from a 2-month high. Moody's Mark Zandi warns investors not to bet against the American economy. They join Tom Keene and ...

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