Although the Swiss did not own nearly as much as the U.S. does in C. Still UBS ran from $12 to $18 in just 2 weeks when that was announced. So when U.S. does decide to sell some C should pop alittle.
U.S. will not dump all at once so it should not affect the pps. U.S. will want to see C still stabilize further, so once improvements come upon all the sale of it's non core assets, C should gain more capital and improve and C will rise gradually. Soverign wealth funds will take in more C too then.
I think that could be true, but C needs still worry about the housing market. It has lots mortgages. But as Cramer or any other analyst said those banks like BAC, WFC, and JPM that hold mortgages should benefit most when mortgages and housing picks up. So I say buy, no worries about U.S. and them selling in fact it's good as you suggested in UBS's case.