Week ahead outlook | How retail investors remaking markets | Walmart a long-term buy?

Stocks that do well when the economy improves could continue to move higher at the expense of tech and growth in the week ahead, if market focus remains on better data and stimulus.

VIEW IN BROWSER | SUBSCRIBE SAT, FEB 20, 2021 WEEKEND BRIEF EDITOR'S NOTE The big event for markets in the week ahead is testimony from Federal Reserve Chairman Jerome Powell, who speaks before Congress on the state of the economy Tuesday and Wednesday. Investors say he will commit to continue the Fed's easy policy, support more fiscal stimulus but perhaps sound more positive on the economy.   QMA strategist Ed Keon says there are signs the economy is going to "boom" possibly in the second quarter, sooner than many expect. The markets will be especially watching for any comments on inflation or rising interest rates, after the benchmark 10-year Treasury yield continued its rapid climb, hitting a fresh 1-year high of 1.36% in the past week.    Data includes the Fed's preferred inflation gauge the PCE deflator on Friday, and there is also durable goods. The reflation trade is expected to continue, with investors favoring the cyclical stocks that benefit from an improving economy. Patti Domm | CNBC Markets Editor @pattidomm THE WEEK AHEAD Stronger economic data could power stocks that thrive in a rebound in the week ahead   MICHAEL SANTOLI'S MARKET COLUMN How a rush of a high-energy, momentum-embracing retail traders is remaking markets ACTIVIST SPOTLIGHT How Carl Icahn could create value with this health company, which has many valuable businesses   YOUR WEEKEND BRIEFING  The NFL is asking for a 100% increase in TV rights payments, but Disney is pushing back 4 reasons why Walmart's sell-off is an opportunity for investors willing to be a little patient Joe Manchin will oppose Biden's budget pick, Neera Tanden, jeopardizing her confirmation What Robinhood could learn from gaming companies about gambling addiction We need more Covid vaccine doses and it needs to be easier to get the shots, state and local health officials tell Congress Palantir jumps 15% on big bet from Cathie Wood's Ark Invest. A review of what she bought and sold this week     Unsubscribe Manage Newsletters Terms of Service Join the CNBC Panel Digital Products Feedback Privacy Policy   © 2021 CNBC LLC. All rights reserved. A property of NBCUniversal. 900 Sylvan Avenue, Englewood Cliffs, NJ 07632 Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes and Market Data and Analysis. Data also provided by THOMSON REUTERS