The Fed could be a catalyst for bonds, and that could drive grow

• The bond market is once more the wild card for the stock market. It could rein in any gains in tech or growth stocks if yields continue to rise in the week ahead.
• The Federal Reserve meets Tuesday and Wednesday. While it’s not expected to take any action, it could be a catalyst for a move in yields.
• Value and cyclicals could continue to lead the market, as investors bet the vaccine rollout and fiscal stimulus will help the economy’s reopening.