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 (-2,08 %), $MSOS, $TLRY (+1,89 %) down as Florida votes against legalization
- $CVS (-2,52 %), $UNH (-2,16 %) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (-1,12 %) , $XOM (-3,86 %): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (+0,95 %), $SEDG (+4,78 %), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+0,49 %) strong
- $TSLA (+2,84 %): 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 (+4,36 %), $AFRM (-1,3 %) , $SQ (+2,47 %), $SOFI (-1,52 %) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+0,05 %), $SNAP (+1,07 %): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.