The Month Ahead...

David Santschi, CEO TrimTabs, reflects on how he sees August unfolding:

Stock buyback announcements by U.S. companies hit a record high in the second quarter. We’ll be watching to see if the strength persists in earnings season. So far, the volume of announcements has been respectable, but the number of announcements has been low.

Selling by corporate insiders swelled to a one-year high in May and June, and we’ll be watching to see whether some of the best-informed market participants resume selling heavily as more earnings season blackouts lift in early August.

We’ll be watching to see if trade disputes and the potential for further Fed rate hikes put further downward pressure on global equity fund flows. Global equity MFs and ETFs had back-to-back monthly outflows for the first time in nearly two years in June and July, and developed international equity funds have been in the doghouse for months.

Real-time U.S. Treasury tax collections and a range of credit indicators have been pointing to slower economic growth for some time, and our proprietary macroeconomic index lost some steam in the past three months. We’ll be watching to see if signs of a slowdown persist.

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The Month Ahead…

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