Kurt Kallaus's Contributions

Need Oil Crash for Final Market Bottom, Says Kurt Kallaus

Jun 1 – Kurt Kallaus at ExecSpec.net gives listeners an update on his outlook for stocks, the economy, and the wider commodity complex. Kurt explains why he is now lightening up on his commodity exposure in expectation of a major turn...

Seasonal Swoon, But No Washout Low Seen Yet, Says Kurt Kallaus

Sep 22 – FS Insider speaks with Kurt Kallaus at ExecSpec.net about his current market outlook now that we've seen a September peak and break below the 50-day moving average with the S&P 500 and other major indices. Kurt explains how long...

Prepare for Peak Growth Rates This Cycle, But Not Peak Growth, Says Kurt Kallaus

Jun 30 – The US economy is likely going to see gangbuster double-digit growth rates in 2021 and then fall back down to more normal levels. Yes, that means we are likely looking at peak growth rates, but not peak growth, says Kurt Kallaus...

Stimulus May Juice Economy to Record Double-Digit Growth, Says Kurt Kallaus

Mar 11 – FS Insider speaks with Kurt Kallaus at ExecSpec.net to get an update on his economic and market outlook. Kurt discusses the ongoing reopening trade and rotation from growth to value, which sectors investors may want to be focusing on...

A Look at the US Consumer: Savings Rates, Delinquencies, and Debt Servicing Costs

Dec 9 – Kurt Kallaus at ExecSpec.net joins FS Insider to discuss the state of the US consumer, which comprises the majority of economic growth and activity in the United States. If you want to know what the economic outlook is, you need to know what US consumers

No Blue Wave, Divided Government Rally?

Nov 5 – Kurt Kallaus at ExecSpec.net gives his post-election outlook on the stock market and the economy with a massive rally in tech stocks, limited downside on pledged stimulus and zero rates from the Federal Reserve, and other factors...

Is 2020 the Year for Commodities?

Jan 7 – Kurt Kallaus, editor of the Exec Spec newsletter, joins FS Insider to talk about what he sees in the year ahead. Kurt shares his thoughts on the commodity space and explains why 2020 could be the year for commodities, especially if...

Markets Ignoring Impeachment Hearings but Watch What Happens Dec. 15, Says Kurt Kallaus

Nov 21 – FS Insider interviews Kurt Kallaus from ExecSpec.net about his outlook on the economy, U.S.-China trade talks, impeachment hearings, the upcoming 2020 elections and much more. As we’ve been discussing on our show over the past few weeks...

China Says Deal, Tariff Man Says No Deal

Nov 11 – Has there ever been a bull market in stocks more connected to the words of one person? Presidential palaver and Trumpian tweets frequently rule day-to-day market action. In recent months the words coming from the Oval Office have repeatedly pushed...

Will Concern Consume the Consumer?

Oct 7 – Should U.S. consumers feel consumed by the growing avalanche of negative news? There is an unending tariff war between the world’s two biggest economies, risk of a hard Brexit impairing the U.K., a U.S. manufacturing...

Kurt Kallaus’ Economic Outlook Amid Slowing Global Economy and Trade War Tensions

Aug 13 – Kurt Kallaus joins FS Insider to share his current economic outlook given the deterioration of U.S. - China relations. He discusses ongoing weakness in the manufacturing sector and how the trade war could change consumer sentiment. He also explains...

Happy Consumers vs. Worried Producers

Jul 31– It’s great news that the U.S. economy (GDP) grew a better than expected 2.1% in the second quarter. It’s a far cry from the three to five percent Trump expects and the fluke 3.1% in the first quarter, but it’s also a long way from the recession expectations...

The Empire Falls: Economy Stumbles

Jul 16 – Since 2001 the New York Federal Reserve has compiled a manufacturing survey of the NY Empire State. It moves in step with most other Fed district surveys and provides a good measure of the industrial sector. After rising from a near recessionary collapse...

Bullard Wants a Rate Cut Now

Jun 26 – Prominent St. Louis Fed Chair James Bullard doesn’t like gaming investor expectations. The Federal Reserve has conveyed to the markets that they will not cut rates in June but hinted the Fed will oblige in late July. Bullard feels that if you see weakness...

No China Pain, No Trade Gain

May 30 – When US steel tariffs kicked in a year ago, the yuan depreciated sharply, which reduced the effectiveness of tariffs with cheaper Chinese export prices. The yuan had been rallying in 2019 as a trade agreement seemed imminent, but their currency plunged...

The U.S. and Israel Are Itching for a Fight, Says Kurt Kallaus

May 16 – Earlier this year, Kurt Kallaus at ExecSpec.net told FS Insider listeners that stocks were likely to head higher and eventually take out their 2018 highs. That’s exactly what happened a few weeks back...

Trump Moves Closer to Defanging Iran

May 16 – Over 2,000 years ago Iran, known then as Persia, was the world’s first super power. Since becoming an anti-western theocratic Islamic Republic in 1979, Iran has been in the crosshairs of conservative...

New Trump Tariff Threat Tanks Stock Market

May 6 – Virtually every week this year confidence of a major trade agreement between the US and China has grown. Just a few days ago Trump surrogates spread rumors that a deal would be announced in a week. Suddenly, a lack of progress on trade deal enforcement terms...

Economic Green Shoots Anticipate Trade Deal Bloom

Apr 22 – In 2018, the U.S. economy expanded beyond its sustainable production capacity, juiced by massive tax cuts and global preordering ahead of Trump’s tariff hikes. As winter approached...

Stocks Anticipate China Trade Deal and Stronger GDP

Apr 3 – The stock market discounts future expectations. The roaring rally of the past 14 weeks cast aside recession ruminations and increasingly anticipates an economic rebound coincident with an important trade agreement...

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