5Mês·

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 (-5,64%), $MSOS, $TLRY (+2,33%) down as Florida votes against legalization
  • $CVS (-0,54%), $UNH (-1,3%) : Health insurers rally on potential easing of Medicare Advantage pressures
  • $XLE (+0,15%) , $XOM (+0,12%): Energy stocks higher, anticipating fossil fuel support and less regulation
  • Solar/Renewables: Pressure on $FSLR (+4,1%), $SEDG (+7,38%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
  • Crypto: Higher as Trump holds a favorable stance, $BTC (-0,32%) strong
  • $TSLA (+10,24%): 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 (+1,7%), $AFRM (+1,48%) , $SQ (+1,23%), $SOFI (+5,07%) responding positively
  • Dollar: Stronger due to pro-business policies
  • $META (+0,53%), $SNAP (+1,61%): 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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