Walmart(US:WMT) Sou Hu Cai Jing·2025-04-28 04:59Core Viewpoint - Walmart and other major U.S. retailers have resumed importing goods from China, with the U.S. buyers agreeing to cover the 145% tariffs, indicating a potential shift in U.S. trade policy towards China [1][3][8] Group 1: Retail Industry Response - Major U.S. retailers, including Walmart, Home Depot, and Target, met with President Trump to discuss the impact of high tariffs on their supply chains, expressing concerns about potential inventory shortages and rising prices [1][3] - Following the meeting, these retailers quickly notified Chinese suppliers to resume shipments, suggesting confidence that tariffs would be significantly reduced in the near future [3][8] - The retailers' decision to absorb the tariff costs signals a strong belief that the Trump administration will lower tariffs, possibly to around 20% [8] Group 2: Economic and Political Context - The high tariffs have created significant challenges for the U.S. retail sector, leading to supply chain disruptions and increased consumer prices, which could negatively impact Trump's approval ratings ahead of the elections [4][7] - Trump's potential tariff adjustments are seen as a compromise to alleviate economic pressures while maintaining a tough stance on China, reflecting the complex interplay of economic and political factors [6][7] - The resumption of imports from China by U.S. retailers highlights the interdependence of the U.S. and Chinese economies, suggesting that while trade tensions may continue, both sides need to find a balance to avoid further economic fallout [10]