In this episode of Rolling Trades, Senior Market Strategist John Caruso breaks down the latest Fed rate cut, rising inflation risks, and the outlook for U.S. growth. He covers consumer sentiment trends, labor market weakness, and why the Fed may be abandoning its 2% inflation target. John also dives deep into the commodities rally, highlighting the surge in gold, silver, and platinum, and explains why a weaker dollar and persistent deficits could drive further gains. Tune in for market insights, charts, and strategies to navigate this critical stage of the cycle.