智通财经网·2025-05-22 01:55Group 1 - Companies are planning to raise prices due to increased import costs from tariffs imposed by President Trump, which have risen by 10% to 30% [1] - Subaru announced price increases for several models ranging from $750 to $2055, citing "current market conditions" as the reason without directly mentioning tariffs [1] - Walmart's CEO Doug McMillon acknowledged that higher tariffs would lead to higher prices, resulting in a backlash from Trump, who suggested Walmart should absorb the tariffs instead [1][2] Group 2 - Trump's defense of his tariff policy reveals a misunderstanding of who actually pays the tariffs, as they are paid by American importers, not foreign companies [2] - Companies face limitations on their pricing power, and some may have to absorb higher costs or accept lower profits, which is not sustainable in the long term [2] - The overall sentiment among consumers is that they are aware of the inflationary pressures caused by Trump's tariffs, as indicated by consumer confidence surveys [2] Group 3 - Trump's primary concern appears to be deflecting blame for any negative consequences of his policies rather than the financial impact on American consumers [3] - CEOs are likely to prioritize maintaining profit margins and shareholder satisfaction over political pressures, leading to price increases without full transparency on the reasons [3]