About this episode
- 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.
Get every episode summarized
Each time Bloomberg Surveillance publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Bloomberg Surveillance
Single Best Idea with Tom Keene: Wei Li & Leslie Vinjamuri
Bloomberg Surveillance
Bloomberg Surveillance TV: May 11th, 2026
Bloomberg Surveillance
US & Iran Wrangle Over Deal Terms to End War
Bloomberg Surveillance
Single Best Idea with Tom Keene: Kevin Gordon & John Stoltzfus
Bloomberg Surveillance