Po oceni analitikov je glavni motiv skrb za trg ameriških državnih obveznic, kjer je Japonska največji tuji imetnik.

tole je od maja letos

# Country May 2026 vs. Apr vs. May 2025 % of foreign total
1 Japan 1,143.1 −66.8 +0.3 12.2%
2 United Kingdom 948.6 +11.1 +139.2 10.1%
3 China, Mainland 659.3 +8.2 −73.4 7.0%
4 Belgium 472.0 +12.1 +56.5 5.0%
5 Cayman Islands 471.3 −0.3 +30.1 5.0%
6 Luxembourg 436.0 +4.9 +23.4 4.7%
7 Canada 435.8 +38.7 +5.7 4.7%
8 France 393.1 −0.2 +18.0 4.2%
9 Ireland 357.2 +11.9 +37.9 3.8%
10 Taiwan 306.0 +5.1 +1.2 3.3%
11 Switzerland 281.1 −7.5 −22.6 3.0%
12 Singapore 278.0 +0.5 +28.4 3.0%
13 Hong Kong 271.9 +2.8 +19.8 2.9%
14 Norway 207.3 −7.4 +20.0 2.2%
15 India 181.3 +0.3 −54.0 1.9%
16 Brazil 168.9 +0.3 −43.1 1.8%
17 Saudi Arabia 140.3 +0.2 +12.6 1.5%
18 Korea, South 132.3 −2.9 +8.1 1.4%
19 United Arab Emirates 118.6 +6.1 +15.0 1.3%
20 Israel 117.6 +4.2 +16.8 1.3%
All other 1,851.4 −2.8 +109.7 19.8%
Grand total 9,371.1 +18.5 +349.4 100%

A niso MAGA norci imeli v planu tudi devalvacijo dolarja kot mehanizma za se "losat" dolga?
So ugotovili, da največ izgubijo oni sami?

"the dollar is our currency, but it's your problem" ni nekaj, kar bi sele maga izumili. ampak ja, en cas je bilo to precej na tapeti, dokler je kristaliziralo, kako naj bi bila nova vlada usmerjena. zdaj je glede na razmere to malo manj prakticno, ker uvazas inflacijske pritiske. razmere seveda niso nastale same od sebe :)