There will be blood

'"People don't start wars, governments do". (Ronald Reagan)

Markets use to be the answer. And if Obama would result the next USA President, what would happen with the oil market?  It would be really different with Hillary Clinton in the Oval Office?

I'm sure we are facing two very different positions. The way to obtain their 20 m/b/d will change again the geopolitical equation of power.

No matter the colour of the skin, the relevant fact will be the size of compromises with voters and supporters. And finally how they would transfer this political assumptions to the market and the interests around.

Nothing easy to calculate and for many reasons I would prefer Clinton. But americans seems to vote more an image than concepts. "There will be blood".