LPL Research

Sell in May? | Weekly Market Commentary | May 1, 2023
“Sell in May and go away” is probably the most widely cited stock market cliché in history. Every year a barrage of Wall Street commentaries and stories in the financial press floods in about this popular, but overused, stock market adage. Here we take our annual look at this historical seasonal pattern which, as you will see below, has started to lose some of its street cred recently.

Draining the Lifeblood of the Economy | Weekly Market Commentary | April 24, 2023
Investors use various analogies to describe the importance of small businesses in the domestic economy. Some refer to the small business sector as the backbone or the lifeblood of the economy. At this current stage of the cycle, we could say there are rising risks of an acute backache or a draining of that lifeblood. In this edition of the Weekly Market Commentary, we discuss the weakness in small businesses and what that foreshadows in the markets and the economy.

A Closer Look at Commercial Real Estate | Weekly Market Commentary | April 17, 2023
The commercial real estate (CRE) market has recently captured the spotlight after being flagged as the next potential shoe to drop following last month’s banking turmoil. While rising rates have weighed on financing costs and the recent bank failures will make lending more restrictive, the post-pandemic world has produced structural changes that will likely weigh on the sector, especially within the retail and office segments. Banks, especially smaller cap regionals, are most exposed to CRE if credit cracks continue to widen.
Recent Posts
Client Letter | April Showers Bring May Flowers | May 4, 2022
Why You Shouldn’t Sell in May This Year | Weekly Market Commentary | May 2, 2022
Client Letter | An Attractive Entry Point | April 28, 2022
Likely Protection From Near-Term Recession | Weekly Market Commentary | April 25, 2022
What to Watch This Earnings Season | Weekly Market Commentary | April 18, 2022
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