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 (+4,85%), $MSOS, $TLRY (-5,56%) down as Florida votes against legalization
• $CVS (-1,51%), $UNH (-2,45%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (-0,49%) , $XOM (-0,31%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (+1,55%), $SEDG (+0,93%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (+0,03%) strong
• $TSLA (-15,07%): 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 (-1,42%), $AFRM (+1,81%) , $SQ (-0,75%), $SOFI (+1,02%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (-0,96%), $SNAP (-3,64%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.