The US markets are currently experiencing a new wave of volatility, with the US assets, the US dollar, gold, and silver shifting their momentum to match the current market pace. Gold and silver are preparing for a new rally, as the Supreme Court reverses Trump’s tariff decisions, sparking a new row of geopolitical uncertainties. What is the latest update on the US assets, USD gold, and silver? Which of the assets are rallying, and which are the ones having a hard time ahead? Let’s explore.
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Update on US Assets and the US Dollar
Per the latest post shared by the Kobeissi Letter on X, the foreign ownership in the US assets has now been peaking at a new high. Global holdings of US financial assets have now surged by 13.6% YoY in Q3 2025 to a record $64.1 trillion. These holdings have now doubled since 2018, signifying the population quotient of the US assets abroad.
“Foreign ownership of US assets has never been higher. Global holdings of US financial assets jumped 13.6% YoY in Q3 2025, to a record $64.1 trillion. Holdings have DOUBLED since 2018 and have grown at a +9.3% compounded annual growth rate (CAGR) since 2015. At the same time, the US net international investment position fell 11.2% YoY, to a record -$27.6 trillion in Q3 2025.
This means foreigners hold $27.6 trillion more in US assets than Americans hold overseas. Meanwhile, in 2025, purchases of US stocks by investors from overseas surged 134% YoY, to $720.1 billion. US assets have never been in higher demand than now.”
On the other hand, the US dollar has hit an all-time low, with its global reserves shrinking at a faster rate. USD global reserves have now been exploring their lowest levels to date, making up 56.9% of the global reserve share.
“THE U.S. DOLLAR JUST HIT ITS LOWEST GLOBAL RESERVE SHARE IN 32 YEARS. The U.S. dollar now makes up just 56.9% of global reserves, down from 72% at the peak. Central banks are actively cutting dollar exposure as U.S. debt, deficits, and global trust in long-term dollar stability are getting worse.”
Gold and Silver Rally: How and When?
While the US dollar tumbles and falls to new lows, the precious metals are heating up for another notable price surge. Per the latest update shared by Rashad Hajiyev, gold and silver prices may now start to “grind,” gaining significant momentum by the end of March 2026. Hajiyev later shared how both the metals may experience explosive months of April and May, with their prices peaking to new all-time highs during the aforementioned time frames. Hajiyev predicts an $8K and $250 price threshold for gold and silver, respectively.
“I would expect precious metals are going to grind higher for the next 2-3 weeks before they start gaining momentum towards the second half of March, followed by an explosive run towards April-May. The window of opportunity to buy mining shares at reasonable prices is likely to close in 1-2 weeks.”
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