Clinton will win the election which will open the door to a deal with the Fed to finance very large infrastructure projects a.k.a helicopter money. This will create many jobs and importantly for the Fed and government wage increases, consumption, and confidence with consumers this will be negative for USD crosses but for oil , equities and gold .
I believe what we are about to witness is a large market that will most likely be the last Hurrah and continue for several years as the Feds direct government financing will put money into the "real economy". However this is nothing more than a sideshow because apart from increasing debt to even greater levels no structural reforms will have been made to overhaul the tax code, government bureaucracy or spending.
I believe the FED is already giving signals of what is to come which can be read here: http://www.reuters.com/article/us-usa-fed-yellen-idUSKBN12E22M
BlackRock sees $70 trillion in cash on sidelines that could boost stocks:
We have a perfect storm of trillions is cash sidelined, FED hints of the need for "aggressive steps" a POTUS that is wallstreet friendly and a democrat that loves to spend. I think both parties will agree to aggressive spending as an infrastructure package will be put together that will satisfy all interests.
I'm looking to go long selected US stocks and opening SPX contracts for a move into 2500's on a break higher (see chart).
I'll look to cover then only buy dips for at least the next 2 years.