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 (+1,31%), $MSOS, $TLRY (+4,88%) down as Florida votes against legalization
- $CVS (-2,18%), $UNH (-6,94%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (-1,68%) , $XOM (-0,73%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-4,82%), $SEDG (-2,56%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+0,79%) strong
- $TSLA (-4,32%): 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 (-7,16%), $AFRM (-7,35%) , $SQ (-12,06%), $SOFI (-4,68%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-1,11%), $SNAP (-2,76%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.