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 (+1,72%), $MSOS, $TLRY (+5,94%) down as Florida votes against legalization
- $CVS (+0,27%), $UNH (-1,98%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0,12%) , $XOM (-0,8%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (+0,4%), $SEDG (+2,52%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (-0,01%) strong
- $TSLA (-1,58%): 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 (+2,45%), $AFRM (-0,26%) , $SQ (+2,46%), $SOFI (+3,49%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+0,85%), $SNAP (+5,75%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.