Will the Fed keep market rally going? | Santoli on the retail trader impact | Stimulus checks begin arriving

Stocks just had a good week, but it's about to get more complicated. The Dow gained 4%, the Nasdaq Composite jumped 3% and the S&P 500 climbed 2.6% in the last week.

VIEW IN BROWSER | SUBSCRIBE SAT, MAR 13, 2021 WEEKEND BRIEF EDITOR'S NOTE The Federal Reserve meets in the week ahead, and while it is not likely to take action, it could create volatility in the bond market. That could spell more trouble for tech and big growth stocks, like Tesla and Apple, if yields continue to push higher.   Yields move opposite price, and the 10-year yield touched a 13-month high of 1.64% Friday, up from 1.16% in just a month. In the same period, the S&P 500 has been flat, while the tech-heavy Nasdaq is down 5.5%. The Fed ends its meeting Wednesday with a statement and briefing by Fed Chairman Jerome Powell. It is expected to revise its economic outlook to show stronger growth.   Investors are expected to continue rewarding value stocks and cyclical sectors that do well in an economic rebound, as the rollout of vaccines gains momentum and a new $1.9 trillion fiscal stimulus package has gained approval.   There is some data in the week ahead, including retail sales and industrial production Tuesday.   "The economy is going to be unbelievably strong this year — deficit spending, reopening, vaccines," said Greg Peters, head of multi-sector and strategy at PGIM. "It looks like for next year, all the numbers are being revised higher," he said. "So this thing could have some sustainable growth, so I think there's going to be pressure on rates moving higher." Patti Domm | CNBC Markets Editor @pattidomm THE WEEK AHEAD The Fed could be a catalyst for bonds, and that could drive growth stocks in week ahead   MICHAEL SANTOLI'S MARKET COLUMN Retail investors may keep flowing into stocks, but that doesn't mean they have to keep going up ACTIVIST SPOTLIGHT Successful value investor tries activist strategy with an e-commerce health insurance play   YOUR WEEKEND BRIEFING  IRS started processing stimulus checks Friday, money begins arriving in accounts Sports betting company Flutter considers spinning out FanDuel to boost value Wall Street analysts say these stock are just too cheap to ignore U.S. tops 100 million Covid vaccine doses administered, 13% of adults now fully vaccinated New $1,400 stimulus checks are on the way. Here's who qualifies for the money Three stocks to play in a low-carbon emissions world, according to Credit Suisse     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