从今年9月份开始, better than expected economic data have been boosting US stocks; Trump's election victiory accelerated trends that were ALREADY in place.
联储要加息的传言从今年早些时候开始就没有停过。
花旗预估 2016 S&P 500 EPS Growth; 去年是 -0.5%, 2017 预估可能要达到 6.2%。
也就是说老川的这次胜选搭上了东风。