A look at stock market history around elections and whether politics really matter

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Ed Clissold, Chief U.S. Strategist for Ned Davis Research, breaks down the history of election's impact on markets.

U.S. President Donald Trump and Democratic presidential candidate former Vice President Joe Biden answer a question during the second and final presidential debate at the Curb Event Center at Belmont University in Nashville, Tennessee, October 22, 2020.

There seems to be a lot of confusion about this election and the impact on the markets. What's your take? Yes. The main concerns we have heard from our clients is that higher taxes and more regulations would be detrimental to stocks.

 

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How do I buy a put on America?

Ok now compare to the last time trillions in central bank money has been unleashed leading into an election.....and mix in a pandemic, and mass unemployment just for fun. 'But this time is different'

Here's a graph showing an instantaneous market reaction to an election:

the last 2 times we changed president, the markets moved more than 20% the remainder of the year. (down for Obama, and up for Trump)

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