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.