INITIAL MARKET REACTION TO TRUMP VICTORY:
- U.S. Stocks: Broadly higher across sectors
- $XLF: Big banks higher on expectations of regulatory relief, M&A growth
- Cannabis Stocks: $WEED (-7,66 %), $MSOS, $TLRY (-2,1 %) down as Florida votes against legalization
- $CVS (-1,87 %), $UNH (+3,09 %) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+1,3 %) , $XOM (+0,74 %): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-0,63 %), $SEDG (-8,53 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+3,69 %) strong
- $TSLA (+9,97 %): Higher after Trump Win as Musk was all-in on support
- Bonds: Weaker, with yields rising on fiscal concerns
- China Stocks: Weak as tariff pressures and anti-China policy concerns grow
- Peso/Mexican Equities: Weaker on aggressive trade policies and tariffs fear
- FinTech: Higher with $HOOD (+5,61 %), $AFRM (-2,83 %) , $SQ (+6,29 %), $SOFI (+9,03 %) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+0,4 %), $SNAP (-1,92 %): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.
