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 (+7,89 %), $MSOS, $TLRY (-6,52 %) down as Florida votes against legalization
• $CVS (-0,13 %), $UNH (+0,63 %) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (+1,11 %) , $XOM (+2,32 %): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (+1,03 %), $SEDG (+8,74 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (-0,69 %) strong
• $TSLA (-1,34 %): 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 (+5,82 %), $AFRM (-1,33 %) , $SQ (+1,08 %), $SOFI (+0,21 %) responding positively
• Dollar: Stronger due to pro-business policies
• $META (-1,77 %), $SNAP (+0,01 %): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.