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 (-1,64%), $MSOS, $TLRY (-2,04%) down as Florida votes against legalization
- $CVS (+1,53%), $UNH (+0,96%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0,19%) , $XOM (+0,51%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (+0,61%), $SEDG (+0,96%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (-1,06%) strong
- $TSLA (-0,03%): 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 (+0,3%), $AFRM (-0,7%) , $SQ (+0,51%), $SOFI (+0,26%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+0,1%), $SNAP (-0,71%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.