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 (+2,13%), $MSOS, $TLRY (+1,92%) down as Florida votes against legalization
• $CVS (-0,41%), $UNH (-1,21%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (+1%) , $XOM (-0,22%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (+4,18%), $SEDG (+1,74%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (-0,1%) strong
• $TSLA (-0,28%): 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 (+2,59%), $AFRM (+3,58%) , $SQ (+3,1%), $SOFI (+3,71%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (+0,12%), $SNAP (+3,02%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.