When tariff worries come to the surface, investors tend to rotate into health care stocks, REITs and utilities, but a stronger than expected PPI reading, a signal of inflation, may temper that rotation according to TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer.

For more on Cramer's take on the trade tariff stock rotation, see his Real Money column. 

Want exclusive investing insight from Jim Cramer? Get 24/7 access to Jim's charitable trust portfolio with a free trial to Action Alerts PLUS!

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