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The combination of Covid-19 vaccines, government stimulus, and a still-dovish Fed continue to offer encouragement. Economists and analysts now project US GDP to expand by nearly 6% in 2021, accompanied by a greater than 20% jump in S&P 500 EPS. Disagreements center on the speed and magnitude of inflation and interest-rate increases. Recent sector returns have mirrored history with leadership coming from those sectors that typically benefit from a steepening yield curve: energy, financials, industrials, and materials. But will euphoria turn to excess? Sam Stovall, chief investment strategist of CFRA, author of The Seven Rules of Wall Street, and creator of the Pacer-CFRA Seasonal Rotation ETF (SZNE), will share CFRA's investment outlook for the market and identify which sectors and strategies should lead during the remainder of the year.
As chief investment strategist, Sam Stovall serves as analyst, publisher, and communicator of CFRA's outlooks for the economy, market, and sectors. He focuses on market history and valuations, as well as industry momentum strategies. Mr. Stovall is the author of The Seven Rules of Wall Street, and writes weekly Sector Watch and Investment Policy Committee meeting notes on CFRA's MarketScope Advisor platform. His work is also found in CFRA's flagship weekly newsletter The Outlook.
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