Companies have a good deal of cushion to absorb tariff costs, says Morgan Stanley's Ellen Zentner

Uh back to the broader economy, we got retail sales, nice print today. Um people had varying thoughts on PPI, but for the most part, I wonder if you think like Williams for example, that any kind of cost pressures are still to come regarding tariffs. Yeah, I do think it's pretty easy to make the argument that we know that we brought in more than 500 billion in tariffs.Um where has that gone. Now companies have a good deal of cushion to absorb that more than$ two and a half trillion dollars in cash to absorb ...