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(4478)

Kelly: inflation is a 'sleeping dragon'

Kelly: inflation is a 'sleeping dragon'

JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Bill Gates: blindsided by report he backs FBI on Apple

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Bill Gates: miracle like PC needed to spread energy to world

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8am-9am ET: Bill Gates, Melinda Gates & David Kelly

8am-9am ET: Bill Gates, Melinda Gates & David Kelly

Bill and Melinda Gates discuss their annual letter with Bloomberg's Stephanie Ruhle and John Micklethwait. The Gates make the case that rapid technology change is a force for good, despite the disrupt...

23 Feb 201642min

9am-10am ET: Caron, Levitt, Abramowicz & Mather

9am-10am ET: Caron, Levitt, Abramowicz & Mather

Morgan Stanley's Jim Caron says negative interest rates have limitations. Bloomberg's Arthur Levitt says banks have more political pressure now than ever before. Bloomberg's Lisa Abramowicz discusses ...

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Mather: Greater degree of uncertainty creating choppy markets

Mather: Greater degree of uncertainty creating choppy markets

Pimco's Scott Mather says negative interest rate policies, along with reduced liquidity, are creating choppy markets. Mather also says there isn't a systemic issue with the way volatility is impacting...

22 Feb 201611min

Abramowicz: central bank policies are creating asset bubbles

Abramowicz: central bank policies are creating asset bubbles

Bloomberg's Lisa Abramowicz discusses central bank policies -- like negative interest rates -- and if it's fueling asset bubbles. She joins Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

22 Feb 201611min

Levitt: regulators should be nervous with credibility at risk

Levitt: regulators should be nervous with credibility at risk

Bloomberg's Arthur Levitt and former SEC chairman weighs in on regulation of the banks. He says regulators should be nervous because their credibility is at risk and the American people should be nerv...

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