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 (+1,96%), $MSOS, $TLRY (+8,54%) down as Florida votes against legalization
- $CVS (-2,24%), $UNH (-7,02%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (-1,8%) , $XOM (-0,59%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (-4,9%), $SEDG (-2,56%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (-0,24%) strong
- $TSLA (-4,33%): 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 (-6,71%), $AFRM (-7,47%) , $SQ (-11,64%), $SOFI (-4,14%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (-0,92%), $SNAP (-2,66%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.