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)

Krueger: Fed is still accommodating economy

Krueger: Fed is still accommodating economy

Princeton University's Alan Krueger discusses whether the Fed is still impacting the economy or if QE is now a neutral factor on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio....

4 Mar 201611min

Krueger: president can cause damage on global economy

Krueger: president can cause damage on global economy

Princeton University's Alan Krueger talks about how much influence a president has on the global economy. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

4 Mar 201611min

Gordon: puzzle is why productivity growth has slowed

Gordon: puzzle is why productivity growth has slowed

Northwestern University's Robert Gordon says the biggest puzzle is why productivity growth has been so slow over the past five years on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...

4 Mar 20168min

Darda: nominal GDP actually slowing now

Darda: nominal GDP actually slowing now

MKM's Michael Darda says nominal GDP is slowing and reccomends investors stay defensively postured and cautious. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com...

4 Mar 201612min

Bill Gross Sees Tailwind From Weakening Dollar (Audio)

Bill Gross Sees Tailwind From Weakening Dollar (Audio)

(Bloomberg) -- Bill Gross, founder of Pimco and current fund manager of Janus Capital Management, talks with Bloomberg's Tom Keene and Mike McKee about today's jobs report.See omnystudio.com/listener ...

4 Mar 201614min

Herrmann: trend has been meager productivity gains

Herrmann: trend has been meager productivity gains

Mitsubishi UFJ's John Herrmann says the trend over the last several years has been meager productivity gains due to a lack of confidence in the future. He speaks on Bloomberg Surveillance with Tom Kee...

3 Mar 201611min

Harajli: uncertainty in markets has curbed market moves

Harajli: uncertainty in markets has curbed market moves

Mizuho's Sireen Harajli says the high level of uncertainty in the markets has curbed market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...

3 Mar 201611min

Wren: large-cap stocks should outperform until end of cycle

Wren: large-cap stocks should outperform until end of cycle

Wells Fargo's Scott Wren says large-cap stocks should lead other sectors to the end of this market cycle. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

3 Mar 20168min

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