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 (-6,83%), $MSOS, $TLRY (-3,57%) down as Florida votes against legalization
• $CVS (+0,52%), $UNH (+2,08%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (+0,24%) , $XOM (-1,06%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (-4,36%), $SEDG (-14,12%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (-1,39%) strong
• $TSLA (-0,14%): 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 (+0,36%), $AFRM (-4,53%) , $SQ (-1,21%), $SOFI (-2,08%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (-1,25%), $SNAP (-3,21%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.