Yesterday's, initially negative, market reaction to the Trump's victory proved to be extremely short-lived. Quotations on Wall Street ended with strong increases, mainly of financial, industrial and health companies. This means that the looser regulations and more government spending are expected.

In Asia, we observe considerable increases, which results from the need to catch up the visible yesterday world optimism. In addition, for Japan market helps a stronger dollar, which leads to increases by more than 6%.

A stronger US currency is the result of expectations that the Trump policy (lower taxes, more spending) will be inflationary and consequently may lead to somewhat stronger increases in interest rates.

On the Warsaw market to global optimism they add up better than expected results from companies such as Neuca (WSE: NEU), KGHM and Ambra (WSE: AMB). Light positively look PZU and Pekao (WSE: PEO). According to earlier estimates reported Enea (WSE: ENA), Tauron (WSE: TPE) and Bogdanka (WSE: LWB). About disappointment we may speak in case of Eurocash (WSE: EUR), JSW and Agora (WSE:AGO).