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 (-0,74%), $MSOS, $TLRY (+0,28%) down as Florida votes against legalization
- $CVS (-0,17%), $UNH (-0,19%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0,09%) , $XOM (+0,09%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-0,29%), $SEDG (+0,58%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+1,25%) strong
- $TSLA (+0,12%): 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 (+0,93%), $AFRM (-1,28%) , $SQ (+0,39%), $SOFI (+0,92%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-0,06%), $SNAP (-0,36%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.