Como dice PAC
" Siempre sobra tiempo para comprar una accion. - Pero es un instante para realizar una venta."
If US Defaults, Stocks Fall 30%, GDP 5%: Credit Suisse
http://www.cnbc.com/id/43907446
“We think there is a 50 percent chance of a ratings downgrade on U.S. sovereign debt.
“We doubt it will have much effect," he continued. "Japan has a 1.1 percent yield and an AA- rating, many U.S. Treasury funds do not have credit-rating limitations and national bank regulators would probably keep risk weightings for U.S. sovereign debt at zero.”
If no budget deal is struck, but the U.S. does not default, Garthwaite predicts a bad time for stocks and the economy.
In this case, equity markets would drop by 10-15 percent, prompting Congress to find a solution, and bond yields would fall to 2.75 percent.” If that proved to be the case, investors would in Garthwaite’s opinion need to get into defensive stocks and out of the dollar.