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.

Avsnitt(4317)

Verleger: this is oil's false dawn

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Baier: third-party candidate would help Clinton

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Blitz: corporate profits will pick up

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Ben Friedman: Europe & Japan are in terrible trouble

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Ben Friedman: QE works

Ben Friedman: QE works

Harvard's Ben Friedman says that QE works, but forward guidance is a failure. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

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Lewis: renewable energy becoming more competitive

Lewis: renewable energy becoming more competitive

Deutsche Bank's Michael Lewis weighs in on sustainable finance and how it affects markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information...

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Millard: need to raise retirement age to combat pension costs

Millard: need to raise retirement age to combat pension costs

Citigroup's Charles Millard discusses the $78 trillion of unfunded retirement obligations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information...

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Sweeney: we are ring-fencing the bond market

Sweeney: we are ring-fencing the bond market

Credit Suisse's James Sweeney weighs in on how we are ring-fencing the bond market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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