1Anno·

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 (+3,78%), $MSOS, $TLRY (+0,66%) down as Florida votes against legalization
  • $CVS (+0,94%), $UNH (+0,99%) : Health insurers rally on potential easing of Medicare Advantage pressures
  • $XLE (+1,23%) , $XOM (+1,67%): Energy stocks higher, anticipating fossil fuel support and less regulation
  • Solar/Renewables: Pressure on $FSLR (+3,09%), $SEDG (+0,93%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
  • Crypto: Higher as Trump holds a favorable stance, $BTC (-1,36%) strong
  • $TSLA (-1,99%): 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 (-2,05%), $AFRM (+0,97%) , $SQ (+0,29%), $SOFI (-0,86%) responding positively
  • Dollar: Stronger due to pro-business policies
  • $META (+0,62%), $SNAP (-3,14%): 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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