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)

Staley: banks adjusting to new regulations of financial markets

Staley: banks adjusting to new regulations of financial markets

Barclays CEO Jes Staley weighs in on the new regulatory environment on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mar 201611min

Staley: we are redefining our strategy for transatlantic bank

Staley: we are redefining our strategy for transatlantic bank

Barclays CEO Jes Staley weighs in on volatile market conditions on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

10 Mar 20168min

Venetis: Draghi would like to see fiscal side more proactive

Venetis: Draghi would like to see fiscal side more proactive

Lombard Street Research's Konstantinos Venetis discusses Mario Draghi of the ECB and the pressure for European countries to act fiscally and not just rely on monetary policy. He speaks on Bloomberg Su...

10 Mar 201612min

9am-10am ET: Fels, Wheeler & Juckes

9am-10am ET: Fels, Wheeler & Juckes

As Mario Draghi holds a news conference to explain why the ECB cut rates, we get instant analysis from PIMCO's Joachim Fels, Atlantic Equities' Chris Wheeler and Societe Generale's Kit Juckes. All thi...

10 Mar 201642min

Juckes: QE has done a lot for asset prices but not demand

Juckes: QE has done a lot for asset prices but not demand

Societe Generale's Kit Juckes says quantitative easing has boosted asset prices a lot, but has done little for aggregate demand. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omny...

10 Mar 201611min

Wheeler: there will be more bank consolidation in the periphery

Wheeler: there will be more bank consolidation in the periphery

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

10 Mar 201611min

Fels: ECB needs to ease more

Fels: ECB needs to ease more

PIMCO's Joachim Fels says the ECB should loosen policy further to kickstart Europe's economy. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

10 Mar 20168min

Fels: there are constraints on lending in Europe

Fels: there are constraints on lending in Europe

PIMCO's Joachim Fels says the main constraint on lending in Europe is the requirement for banks to hold more capital. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

10 Mar 201612min

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