TheStreet. Stocks have rallied significantly, partly on the argument that the impact of the Trump administration's tariffs on inflation will be smaller than was feared earlier this year. However, the July Producer Price Index,

The market rally stalled a bit off the back of hotter-than-expected inflation data. But investors aren't panicking. Why it matters: Investors see the price pressures as proof that consumers can handle more — and that companies can cash in.