11Mesยท

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 (-5,71%), $MSOS, $TLRY (-6,14%) down as Florida votes against legalization
  • $CVS (-0,03%), $UNH (-0,61%) : Health insurers rally on potential easing of Medicare Advantage pressures
  • $XLE (-0,82%) , $XOM (+0,61%): Energy stocks higher, anticipating fossil fuel support and less regulation
  • Solar/Renewables: Pressure on $FSLR (-1,48%), $SEDG (-3,07%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
  • Crypto: Higher as Trump holds a favorable stance, $BTC (-0,09%) strong
  • $TSLA (-4,89%): 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 (-6,67%), $AFRM (-0,38%) , $SQ (-1,63%), $SOFI (-3,58%) responding positively
  • Dollar: Stronger due to pro-business policies
  • $META (-1,69%), $SNAP (-5,32%): Mixed as TikTok ban concerns ease
  • Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.
22
Partecipa alla conversazione