How Cautious Should Markets Be Over the U.S. Election?

The transcript discusses the impact of Brexit on market confidence, the repositioning of markets, and cash flow trends. It highlights the uncertainty in global trade policies, particularly regarding TPP and NAFTA, and the potential challenges Clinton might face with Congress. The discussion also covers possible market reactions to election outcomes, emphasizing the uncertainty and various scenarios that could unfold.

What are the possible outcomes if Clinton wins the election according to the speaker?

What does the speaker suggest about the market's reaction to a Clinton victory?