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 (+3,36%), $MSOS, $TLRY (+1,98%) down as Florida votes against legalization
• $CVS (-1%), $UNH (-3,14%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (+0,81%) , $XOM (+1,14%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (-1,5%), $SEDG (+7,3%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (+0,15%) strong
• $TSLA (+1,43%): 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 (+1,46%), $AFRM (-0,38%) , $SQ (+0,46%), $SOFI (-1,66%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (+0,87%), $SNAP (+3,18%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.