La opinion contraria con respecto al dolar en un escenario de una baja de calificacion . (esta me gusta mas)
US Downgrade Good for Dollar? Don't Rule It Out
http://www.cnbc.com/id/43922241
With the prospect of a downgrade of U.S. debt in the cards, analysts at Danske Bank in Copenhagen are telling investors to be careful about the assumptions they make in the event of something that would have been unthinkable just a few months ago.
“The dollar’s status as world reserve currency complicates matters, however, and introduces channels that could even prove dollar positive,” he said.
If risk appetite declines and investors fly toward safer assets, the dollar is likely to be seen as a good place to hide from the risk-off trade.
"This tends to increase demand for dollar assets during periods of falling risk appetite.” “The net dollar effect of a credit downgrade will thus depend on the increase in the U.S. risk premium (dollar negative) compared with the dollar positive flows resulting from a drop in market risk appetite, ” the analyst said.