The Real Problem With Inflation Isn’t on Wall Street

As earlier bouts of alarmism over Europe, then a double-dip recession and then deflation fade away, a new bogeyman is taking their place: Inflation, and the damage it could do to profits and stocks. Yes, prices are rising, but …

Consumers, Not Stocks, Will Feel Inflation’s Pain First

Amid a bounce back in manufacturing activity, surging commodity prices are leading to fears of inflationary forces. Those forces are real, but corporate profits — and therefore, stock prices — won’t suffer too quickly. The pa…