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Observations and Expectations from Joe Terranova - October 1

“Overall, $90 trillion in global liquidity and an investable asset supply-demand imbalance supersedes the presidential election outcome in importance for long-term investors.”

–Joe Terranova, Chief Market Strategist, Virtus Investment Partners

This edition covers:

  • Two tailwinds for investors
  • A supply-demand imbalance in the availability of investable assets
  • The election: Plan for four potential outcomes, but do not act yet
  • The four potential outcomes of the election
    • Outcome # 1 – A contested election or delayed result
    • Outcome # 2 – A red wave
    • Outcome # 3 – Continued gridlock
    • Outcome # 4 – A blue wave