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 (+0,54%), $MSOS, $TLRY (+1,91%) down as Florida votes against legalization
- $CVS (+0,1%), $UNH (+0,34%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (-0,48%) , $XOM (+0,12%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (+0,11%), $SEDG (+0,81%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (+2,23%) strong
- $TSLA (+0,21%): 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 (+1,07%), $AFRM (-0,4%) , $SQ (+0%), $SOFI (-0,5%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+0,3%), $SNAP (+0,12%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.