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For traders, Christmas came early this year. A strong U.S. jobs report Friday and a rebound in the U.S. dollar have kicked up a bit of a "Santa Claus rally" in the markets. And at least one analyst says there are more gifts under the tree. Phil Dow, director of equity strategy at RBC Dain Rauscher, wouldn’t be surprised if we saw an additional percent or two before the year is through.