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.

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Sinche: the dollar will creep gradually higher on better data

Sinche: the dollar will creep gradually higher on better data

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Derman: no simple models to replace bell curve

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Turnhill: never saw a sustained volatility so low before

Turnhill: never saw a sustained volatility so low before

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Derman:social Sciences are involved with people

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Columbia University Financial Engineering Professor Emanuel Derman says there is nothing that replaces the Bell Curve. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystu...

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Piegza: employment numbers have been consistent

Piegza: employment numbers have been consistent

Stifel's Chief Economist Lindsey Piegza discusses Janet Yellen, employment rates and inflation with Tom keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy infor...

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Tetlock: discerning between good experts and bad experts

Tetlock: discerning between good experts and bad experts

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Hubbard: Janet Yellen not really telling us what they're doing

Hubbard: Janet Yellen not really telling us what they're doing

Columbia Business School's Glenn Hubbard reacts to Janet Yellen's speech at the Economic Club of New York on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for pr...

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