Recherche de GS sur un downgrade US fin juillet

Zero Hedge ne donne pas de lien vers l'original (et se justifie de publier tant de recherches GS).

(Not so) long story short:

1. A drop in equity markets, but probably a modest one,
2. Some weakening in the currency,
3. A steepening of the yield curve and a cheapening of Treasuries relative to OIS,
4. Some weakness in the financials sector.