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 (-2,33%), $MSOS, $TLRY (-5,26%) down as Florida votes against legalization
• $CVS (-4,46%), $UNH (-2%) : Health insurers rally on potential easing of Medicare Advantage pressures
• $XLE (-8,34%) , $XOM (-6,83%): Energy stocks higher, anticipating fossil fuel support and less regulation
• Solar/Renewables: Pressure on $FSLR (-5,32%), $SEDG (-4,8%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
• Crypto: Higher as Trump holds a favorable stance, $BTC (+0%) strong
• $TSLA (-9,97%): 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 (-9,32%), $AFRM (-8,34%) , $SQ (-6,52%), $SOFI (-9,67%) responding positively
• Dollar: Stronger due to pro-business policies
• $META (-4,44%), $SNAP (+2,22%): Mixed as TikTok ban concerns ease
• Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.