We can only guess, but there are some political and economic developments: 1) the passage of a budget (which opens the door to tax cuts) seems to be THE trigger from Friday, 2) talk of Yellen's successor being more hawkish, 3) we are getting closer to actual Fed Balance sheet un-wind (quantitative tightening) and 4) good numbers from the economy.

I the tax cut involves 100% expensing of business investment items, we could see a real positive kick to the economy.

JMHO - thanks for sharing, DH!