In this episode of Rolling Trades, Senior Market Strategist Alexander Turro breaks down the latest CPI data, highlighting a mixed inflation picture with rising food and core goods prices. He covers the sharp moves in commodities—silver hits a 14-year high, copper reaches all-time highs—and explores the macro forces at play, from a weakening U.S. dollar to China’s infrastructure push. Plus, Alexander dives into the technical setup of the S&P 500 and previews key market catalysts ahead, including earnings season and the upcoming Fed rate decision. Stay tuned for critical insights to guide your trading strategy.

TIMESTAMPS:

00:30 – CPI Breakdown & Inflation Drivers

01:10 – Stagflation Outlook & Reflation in 2025

01:45 – US Dollar Drop & Global Tailwinds

02:25 – Dollar Rebound vs Commodity Resilience

02:50 – Silver Hits 14-Year High

03:25 – Copper at All-Time High & China’s Q3 Rebound

04:10 – Metals Strategy: Buy the Dips

04:30 – S&P 500 Wedge Formation & Flow Mechanics

05:10 – Positive Gamma & Dealer Positioning

05:35 – Market Dispersion & Goldman Short Note

05:55 – Looking Ahead: Fed, Earnings, Jobs Report