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 (-10,4%), $MSOS, $TLRY (-6,13%) down as Florida votes against legalization
- $CVS (+1,72%), $UNH (+2,26%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0,4%) , $XOM (+0,64%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-1,8%), $SEDG (+1,38%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (-0,05%) strong
- $TSLA (-3,51%): 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 (+0,2%), $AFRM (+0,96%) , $SQ (-1,59%), $SOFI (-1,98%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-1,58%), $SNAP (+0,66%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.