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)

Stanziale: natural gas can't catch a break

Stanziale: natural gas can't catch a break

Eurasia Group's Bruno Stanziale says that power generation is going overwhelmingly into natural gas because of coal plant retirement. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

8 Mar 20168min

Stanziale: no longer in the commodity supercycle

Stanziale: no longer in the commodity supercycle

Eurasia Group's Bruno Stanziale says that the oil market will balance slowly. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8 Mar 201612min

8am-9am ET: Stanziale & Zandi

8am-9am ET: Stanziale & Zandi

Eurasia's Bruno Stanziale gives his outlook for the oil market, as crude falls from a 2-month high. Moody's Mark Zandi warns investors not to bet against the American economy. They join Tom Keene and ...

8 Mar 201642min

Paulsen: economic data is improving

Paulsen: economic data is improving

Wells Capital Management's Jim Paulsen says economic data is improving on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8 Mar 20168min

Paulsen: market has been responding to better economic news

Paulsen: market has been responding to better economic news

Wells Capital Management's Jim Paulsen says the market is responding to better economic news on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy informat...

8 Mar 201612min

Valliere: Clinton is shaky favorite to win presidency

Valliere: Clinton is shaky favorite to win presidency

Horizon Investments' Greg Valliere says that Hillary Clinton is the likely candidate to become president, even though Donald Trump can't be ruled out. He joins Tom Keene and Michael McKee on Bloomberg...

8 Mar 201611min

Stavridis: most important trait in president is temperament

Stavridis: most important trait in president is temperament

The Fletcher School's James Stavridis discusses the most important aspects of a presidential candidate on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privac...

7 Mar 201611min

Stavridis: our greatest advantage is our values

Stavridis: our greatest advantage is our values

The Fletcher School's James Stavridis discusses an open letter to Donald Trump on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7 Mar 201611min

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