U.S. stocks gained steam over the past two weeks since Donald Trump's surprising presidential victory. The dollar has also surged, which could pose a risk to that momentum in equities, according to one analyst. "Over the past couple of years, we've seen strength in the dollar really impact the profits particularly of big multinational firms," says David Lebovitz, global market strategist at JPMorgan Asset Management. He also says the Federal Reserve is watching the dollar's strength, as a rate hike may add more upside movement to the greenback. TheStreet's Scott Gamm reports from Wall Street.