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 (-16,71%), $MSOS, $TLRY (-20%) down as Florida votes against legalization
- $CVS (-0,22%), $UNH (-5,78%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (-3,23%) , $XOM (-2,64%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-4,1%), $SEDG (-9,46%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+0,04%) strong
- $TSLA (-6,86%): 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 (-9,88%), $AFRM (-9,72%) , $SQ (-8,11%), $SOFI (-10,55%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-5,02%), $SNAP (-8,55%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.