Melissa Lee and the team on CNBCs Options Action this evening began pushing the idea of going long on the Financial Sector by buying call options against the Financials SPDR ETF, called XLF:
https://www.cnbc.com/video/2017/08/04/financials-just-posted-their-best-week-in-a-month.html

Specifically, as they feel both technical and fundamental signs point to a recovery for the Big Banks, so it’s time to buy October 2017 options to buy the stock at $25. The ETF price closed today at $25.39. http://money.cnn.com/quote/etf/etf.html?symb=XLF At the time of broadcast, these options were selling at $.88 per share, so since they’re sold in lots of 100, this would be a minimum investment of $88. 

Profits would kick in when the stock hits $25.88

The reasons the team gave for placing this bet seem to be: the sector is underperforming compared to the market in general, and therefore, it’s due for a turnaround (it must be undervalued), most of the underlying stocks are only trading at around 12 times forward earnings, and people will start to buy these banking stocks in anticipation that rates will go up in the Fall (I suppose because the Federal Reserve is supposed to raise the discount rate).

It seems at this point a bit premature to assume the financials are making a sustained comeback.

They also had another segment in which an option to go long on the dollar was discussed:
https://www.cnbc.com/video/2017/08/04/the-dollar-just-posted-its-best-day-since-january.html

The rationale is as follows: There was a Labor/Jobs report out today, in which wages were a little bit inflated, thus this raises the odds the Fed will raise interest rates in the near future, which in turn helps to raise the value of the dollar.