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 (+17,78 %), $MSOS, $TLRY (+0 %) down as Florida votes against legalization
- $CVS (+2,89 %), $UNH (+2,83 %) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0,7 %) , $XOM (+0,82 %): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-0,45 %), $SEDG (+2,24 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+0,25 %) strong
- $TSLA (+2,64 %): 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 (+3,84 %), $AFRM (-7,91 %) , $SQ (-12,96 %), $SOFI (+0,69 %) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+1,11 %), $SNAP (-0,62 %): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.