1Annoยท

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 (+0,15%), $MSOS, $TLRY (-1,07%) down as Florida votes against legalization
  • $CVS (+0,42%), $UNH (+0,26%) : Health insurers rally on potential easing of Medicare Advantage pressures
  • $XLE (-0,12%) , $XOM (+0,05%): Energy stocks higher, anticipating fossil fuel support and less regulation
  • Solar/Renewables: Pressure on $FSLR (-0,37%), $SEDG (+0,12%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
  • Crypto: Higher as Trump holds a favorable stance, $BTC (-1,39%) strong
  • $TSLA (-0,58%): 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 (-1,89%), $AFRM (-0,4%) , $SQ (-0,48%), $SOFI (-1,27%) responding positively
  • Dollar: Stronger due to pro-business policies
  • $META (-0,3%), $SNAP (-0,21%): Mixed as TikTok ban concerns ease
  • Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.
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