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 (-6,25%), $MSOS, $TLRY (-6,51%) down as Florida votes against legalization
• $CVS (-0,76%), $UNH (-1,06%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (-0,1%) , $XOM (+1,24%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (-3,13%), $SEDG (+13,87%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (-0,09%) strong
• $TSLA (-3,44%): 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 (-4,13%), $AFRM (-1,97%) , $SQ (+0,55%), $SOFI (-0,68%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (-2,11%), $SNAP (-1,97%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.