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)

Paulsen: economic data is improving

Paulsen: economic data is improving

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Paulsen: market has been responding to better economic news

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7 Mar 201611min

Stavridis: our greatest advantage is our values

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Paulsen: economic data is improving

Paulsen: economic data is improving

Wells Capital Management's Jim Paulsen discusses the earnings season and forecasts for inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

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Paulsen: market has been responding to better economic news

Paulsen: market has been responding to better economic news

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7 Mar 201612min

Valliere: Clinton is shaky favorite to win presidency

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7 Mar 201611min

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