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 (+1,31%), $MSOS, $TLRY (+4,88%) down as Florida votes against legalization
• $CVS (-2,18%), $UNH (-6,94%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (-1,68%) , $XOM (-0,73%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (-4,82%), $SEDG (-2,56%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (+0,81%) strong
• $TSLA (-4,32%): 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 (-7,16%), $AFRM (-7,35%) , $SQ (-12,06%), $SOFI (-4,68%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (-1,11%), $SNAP (-2,76%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.