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 (-10,4 %), $MSOS, $TLRY (-6,13 %) down as Florida votes against legalization
- $CVS (+1,72 %), $UNH (+2,26 %) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0,4 %) , $XOM (+0,64 %): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-1,8 %), $SEDG (+1,38 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+0,06 %) strong
- $TSLA (-3,51 %): 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 (+0,2 %), $AFRM (+0,96 %) , $SQ (-1,59 %), $SOFI (-1,98 %) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-1,58 %), $SNAP (+0,66 %): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.