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(4313)

Furman: heightened sense of risk in U.S. economy now

Furman: heightened sense of risk in U.S. economy now

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9am-10am ET: Verleger, Levitt, Alloway & Delong

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8am-9am ET: Feroli & Weisman

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Swagel: banks are in a much better position than pre-crisis

Swagel: banks are in a much better position than pre-crisis

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29 Feb 201611min

Swagel: too soon to tell if bank regulation working

Swagel: too soon to tell if bank regulation working

Milken Institutue's Phillip Swagel discusses the future of large banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

29 Feb 201611min

Emos: markets unclear about fiscal direction

Emos: markets unclear about fiscal direction

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29 Feb 20168min

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