9Mês·

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 (+3,36%), $MSOS, $TLRY (+2,04%) down as Florida votes against legalization
  • $CVS (-0,19%), $UNH (+1,39%) : Health insurers rally on potential easing of Medicare Advantage pressures
  • $XLE (-2,55%) , $XOM (-3,47%): Energy stocks higher, anticipating fossil fuel support and less regulation
  • Solar/Renewables: Pressure on $FSLR (+1,03%), $SEDG (+1,04%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
  • Crypto: Higher as Trump holds a favorable stance, $BTC (+0,05%) strong
  • $TSLA (+2,79%): 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 (-2,19%), $AFRM (-3,33%) , $SQ (-1,55%), $SOFI (+0,46%) responding positively
  • Dollar: Stronger due to pro-business policies
  • $META (-0,3%), $SNAP (+2,13%): 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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