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 (-6,75 %), $MSOS, $TLRY (-3,08 %) down as Florida votes against legalization
- $CVS (-1,09 %), $UNH (-15,28 %) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (-1,01 %) , $XOM (-1,14 %): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-5,24 %), $SEDG (+6,91 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (-1,66 %) strong
- $TSLA (-2,55 %): 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 (-4,03 %), $AFRM (-7,08 %) , $SQ (-1,65 %), $SOFI (-3,19 %) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-1,31 %), $SNAP (-4,74 %): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.