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 (+19,82%), $MSOS, $TLRY (+10,26%) down as Florida votes against legalization
• $CVS (-0,22%), $UNH (-1,28%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (+0,81%) , $XOM (+0,51%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (+3,84%), $SEDG (-2,18%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (-0,5%) strong
• $TSLA (+2,01%): 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 (+7,05%), $AFRM (+1,77%) , $SQ (+2,5%), $SOFI (+4,03%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (+3,74%), $SNAP (+4,68%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.