Policy has gone from an acute to chronic issue for market indices, says JPMorgan's Gabriela Santos

Joining us with more on the markets, Gabriel Santos, JP Morgan, asset management, a chief market strategist for the Americas. And I'm you don't sound in in this uh in in looking at your notes in the midyear check, Gabrielle. You don't sound that bullish really is would you you kind of sound how you did it at the lows.You didn't say we weren't going to go back up, but you didn't really No one expected us to just bounce right back to where we are so quick to new highs so quickly in this because tariffs not th ...