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)

Levy: Europe is overly dependent on Draghi

Levy: Europe is overly dependent on Draghi

Berenberg's Mickey Levy says that the ECB is the backstop for Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 201612min

8am-9am ET: Levy & Gross

8am-9am ET: Levy & Gross

Berenberg's Mickey Levy counts down to the U.S. monthly jobs report, while Janus Capital Management's Bill Gross analyzes the numbers as they come out. They join Tom Keene and Michael McKee on Bloombe...

4 Mar 201642min

Mather: negative rates already counterproductive in Europe

Mather: negative rates already counterproductive in Europe

PIMCO's Scott Mather says that the ECB's loose policy is damaging the financial sector in Europe. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

4 Mar 201611min

Mather: if Fed waits too long, it faces impossible situations

Mather: if Fed waits too long, it faces impossible situations

PIMCO's Scott Mather says that in the course of this year, the market will go from worrying about deflation to expecting an overshoot on inflation targets. He joins Tom Keene and Michael McKee on Bloo...

4 Mar 201611min

Koesterich: gold is working well for portfolios

Koesterich: gold is working well for portfolios

BlackRock's Russ Koesterich says that gold is reasserting itself as a hedge. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 20168min

Koesterich: market doesn't know what to make of the jobs report

Koesterich: market doesn't know what to make of the jobs report

BlackRock's Russ Koesterich says that the jobs report is full of mixed messages. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

4 Mar 201612min

9am-10am ET: Koesterich & Mather

9am-10am ET: Koesterich & Mather

Blackrock's Russ Koesterich & PIMCO's Scott Mather provide insight and analysis on the monthly U.S. jobs report. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

4 Mar 201642min

7am-8am ET: Darda, Gordon & Krueger

7am-8am ET: Darda, Gordon & Krueger

MKM's Michael Darda says nomial GDP is actually slowing. Northwestern University's Robert Gordon and Princeton University's Alan Krueger discuss how much impact a president can have on the global econ...

4 Mar 201642min

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