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 (+3,83 %), $MSOS, $TLRY (+9,52 %) down as Florida votes against legalization
- $CVS (+4,28 %), $UNH (+4,49 %) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+6,01 %) , $XOM (+3,8 %): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (+2,36 %), $SEDG (+10,59 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+4,88 %) strong
- $TSLA (+13,03 %): 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 (+17,3 %), $AFRM (+0,61 %) , $SQ (+9,71 %), $SOFI (+14,19 %) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+8,33 %), $SNAP (+10,97 %): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.