Tariffs aren't going to cause a meaningful uptick in inflation, says BNY's John Porter

Well, stocks taking a leg lower as well on that 30-year auction. When it comes to the markets, though, my next guest says tariffs have not translated into meaningful inflation thus far. The real story remains earnings.Joining me now is John Porter, chief investment officer at BNY Investments, Newton. And John, it's great to have you on. I mean, we get a CPI read next week.We've heard some commentary about companies factoring in tariffs to their outlook. Do you think this is the worst we're going to get in t ...