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.

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Episoder(4487)

Wheeler: there will be bank consolidation in Europe

Wheeler: there will be bank consolidation in Europe

Atlantic Equities' Chris Wheeler examines the impact of ECB policy on Europe's financial system. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy ...

10 Mar 201611min

Fels: ECB needs to ease more

Fels: ECB needs to ease more

PIMCO's Joachim Fels says that Mario Draghi needs to loosen policy to kickstart Europe's economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

10 Mar 20168min

Fels: there are constraints on lending in Europe

Fels: there are constraints on lending in Europe

PIMCO's Joachim Fels says that the amount of lending in Europe is being held back by higher capital requirements for banks. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudi...

10 Mar 201612min

8am-9am ET: Gartman and Brown

8am-9am ET: Gartman and Brown

Gartman Letter Editor Dennis Gartman counts down to Mario Draghi's news conference, while Mitsubishi UFJ's Brendan Brown reacts to the ECB President's comments. All this and more on Bloomberg Surveill...

10 Mar 201642min

Draghi: measures can spill over to FX markets

Draghi: measures can spill over to FX markets

ECB President Mario Draghi admits that his monetary policy can have spillover effects. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for priv...

10 Mar 201611min

Draghi: I don't anticipate more rate cuts

Draghi: I don't anticipate more rate cuts

ECB President Mario Draghi gives his monthly news conference, after cutting rates. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy ...

10 Mar 201611min

7am-8am ET: Venetis, Staley & Rosa

7am-8am ET: Venetis, Staley & Rosa

Lombard Street Research's Konstantinos Venetis previews the ECB rate decision and its impact on emerging markets. Barclays CEO Jes Staley sits down to talk about the new regulatory environment since t...

10 Mar 201642min

Rosa: should see ECB stimulus as a way to boost inflation

Rosa: should see ECB stimulus as a way to boost inflation

Roubini's Brunello Rosa reacts to the ECB stimulus package on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mar 201611min

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