It all depends on Trump delivering on tax cuts and if his infrastructure plans actually put money to good use.
The markets are betting the farm on Trump and that he delivers on his tax plan, specifically the repatriation of money from overseas.
I dunno the number, but let's say there's $10 trillion in total that companies are holding in overseas bank accounts that they can't get back into the US without getting shafted in taxes.
Trump is planning to make a deal with US corporations that will allow them get their money back into the US at a discounted price.
In theory this is good. Companies get to bring in shit loads of money back into the US economy that has been drained out for years now through wars, illegal immigration, etc.
Trump will offer them some sort of deal like, "We'll give yall a one time deal. Bring your money back into the US for a cool 10% tax, cheaper than you'll get anywhere else or from anyone else, or you're fucked."
I'm positive he'll put stipulations on how that money has to used as well. "50% of the money has to be spent here in America in 3 years time frame or we're nailing you with a hefty tax or hitting you with IRS audits" or something along those lines.
The point is that the government collects easy $$$ from the one time tax, businesses get to bring mountains of cash back into the US economy at a discounted rate, and the idea is that with this amount of cash flowing back into the US economy instead out out of it, the better the overall economy will be. Basically, every dollar we piss away in some desert in Iraq or every dollar that leaves the country and ends up with some Incan dwarf from Peru is a dollar that has no chances of getting collected by a local business, a company in the US, or an American worker. If the government is going to piss away trillions of dollars, at least do in the US so Americans have a chance of grabbing a buck or two. On top of this, with companies flush with cash, they'll do stock buy backs, which will make a lot of people a lot of $$$.
The point is business and companies are betting big on Trump. But if Trump doesn't deliver on his trade, economic, fiscal, and tax polices, we're FUCKED and you better hold on to your butts.
^but always bet on Trump