沃尔玛涨价，仅仅是个开始

Core Viewpoint - Walmart's decision to raise prices on certain products in the U.S. due to increased costs from U.S. tariff policies highlights the conflict between U.S. economic policy and market dynamics, raising concerns among consumers and drawing criticism from President Trump [2][3]. Group 1: Price Increase and Economic Impact - Walmart plans to implement price increases that will become more noticeable in June, as the company faces significant supply chain cost increases due to tariffs imposed by the U.S. government [3][4]. - The company's first-quarter financial report showed a net profit of $4.49 billion, a decrease of over 12% year-on-year, indicating the financial strain caused by rising costs [3][4]. - Other companies are also raising prices in response to tariffs, including Microsoft, Ford, Mattel, Whirlpool, Ferrari, and Hermès, suggesting a widespread trend affecting various sectors of the U.S. economy [4][5]. Group 2: Consumer Sentiment and Economic Indicators - The Michigan Consumer Sentiment Index fell to 50.8 in May, marking a continuous decline for five months and the lowest level since June 2022, reflecting growing pessimism among American households regarding the economic outlook [5]. - The U.S. GDP contracted by 0.3% in the first quarter, marking the first negative growth in three years, which may further impact consumer spending and economic growth expectations [5]. - The U.S. government's tariff policies are projected to increase the tax burden on American households by $1,200 by 2025, exacerbating the financial strain on consumers [4][5].