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 (-7,87 %), $MSOS, $TLRY (-6,72 %) down as Florida votes against legalization
- $CVS (+2,01 %), $UNH (-0,85 %) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0,67 %) , $XOM (+1,45 %): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-2,52 %), $SEDG (-13,89 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (-4,8 %) strong
- $TSLA (-9,02 %): 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 (-9,1 %), $AFRM (-7,57 %) , $SQ (-3,72 %), $SOFI (-7,43 %) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-4,03 %), $SNAP (-5,56 %): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.