Wal-Mart's Good News?

It seems ironic that this morning's rally is being credited to Wal-Mart for their "better-than-expected" profits and a hint that the holiday shopping season "might be stronger than anticipated." Ironic in the sense that the market is getting reassurance from a brand known for their low prices and lower/middle-income customer.

Wouldn't a profit increase from a low-cost store be more conducive to harder times for middle America and the possibility, rather, in all likelihood, the probability, of a recession?

I'm betting Wednesday's PPI and Thursday's CPI data will erase today's gains.