JPM's Gabriela Santos: Inflation report shows very gradual passthrough of higher tariffs

Stocks are climbing this morning following a tamer than expected inflation report with blue chips and small caps both outperforming on the day. Groups like energy, financials, communication services all doing well. Joining us here at Post9, JP Morgan Asset Management's chief market strategist for the Americas, Gabriella Santos.So we are seeing this that it's it's less about big tech for a change and more about everybody else. What do you think is driving that. So I think in terms of the inflation report thi ...