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In this excerpt from The Macro Show earlier today, Hedgeye Demography Sector Head Neil Howe discusses his post-election outlook. It’s pretty grim.

Howe expects:

  1. Hillary Clinton will win the White House
  2. The Senate will tip in favor of Republicans
  3. Republicans will hold the House

This will incite gridlock and Clinton won’t be able to get anything done, he says. “The loser of the [White House], in 2016, will feel like an enemy occupied country and will behave accordingly,” Howe says. This will have implications for the Supreme Court, tax reform, and proposed infrastructure spending.

Other questions remain. What happens if U.S. economic growth slips? Or maybe there’s a foreign crisis? “It’s going to get really nasty and I expect the markets to reflect that,” Howe says.