Welcome to Advisorpedia's Week Ahead.  Here's what's ahead.

Bond market 

Companies have issued $140bn in the US junk bond market over the past three months, outpacing Q2 2020 record dash for cash when companies raced for funding to survive the shock of coronavirus.

Investors have flocked to junk deals as low interest rates have pushed them to seek out higher returns in riskier markets, predicated on the US economic recovery taking root and helping to bolster low-rated companies' ability to repay their debts.  And more .,,

Equities

Walmart, the usual poster child for extended jobless benefits and stimulus checks, has fallen 12.9%

Wednesday Intel announce massive plant expansion, opened up 6.0% and closed down 2.3% - a telltale sign that we have a ton of good news — and then some — priced in. And more ...

US DOLLAR


Broke above 200dma for first time in XXX days - get data from DM. Up XXX since the start of the year? 
Rally snuffed out right at the 200-day trendline -  keep watching 


Gold has been firming despite the strengthening dollar.

What does a strengthening dollar mean?

Economy

Citi’s Economic Surprise Index for the U.S. has throttled back to June 2020 levels (9 month low) — a sign that economic momentum is increasingly waning. Typically a falling CESI also sees the 10-year yield decline

Atlanta Fed trimmed its Q1 real GDP to 4.7% from 5.4%. At the beginning of the month, that forecast was 10%!! 

Tax hikes are coming. Yellen came right out recently and said, “Longer run, we do have to raise revenue to support permanent spending that we want to do.” and more ...

This Week

When we return from the weekend, we have three trading days left until we shut the books not only on the month of March but the first quarter of 2020. That also means that next week brings the usual start of the month economic data – ISM Manufacturing PMI, IHS Markit Manufacturing PMI, the ADP Employment Change Report and the monthly Employment Report. 

Earnings 

As we crossover from March into April, companies will have entered the pre-March quarter earnings quiet period. This means once again we will be on the hunt for data points and other insights to inform what we are likely to hear in the coming weeks when that earnings season gets underway. As we gather those items, we’ll be sure to tweak our holdings as warranted.

Monday, March 29: Cal-Maine Foods (CALM).

Tuesday, March 30: McCormick & Co. (MKC); Blackberry (BB); lululemon athletica (LULU); PVH (PVH).

Wednesday, March 31: Acuity Brands (AYI), Walgreens Boots Alliance (WBA); Dave & Busters (PLAY); Micron(MU).

Thursday, April 1: CarMax (KMX); JinkoSolar Holding (JKS)

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Related: The Week Ahead: The Fed, Treasury Yields and February Winter Weather