Core Viewpoint - The ongoing impact of Trump's tariff policy is leading to an inevitable price increase in the U.S. consumer market, affecting various well-known companies across different sectors [1]. Group 1: Retail Sector - Walmart announced a price increase in mid-May due to anticipated tariff impacts, with CEO Doug McMillon stating that the company cannot absorb all the cost pressures given the thin profit margins in retail [2]. - CFO John David Rainey indicated that consumers might see price hikes as early as the end of May, prompting a strong reaction from President Trump, who urged Walmart to stop using tariffs as an excuse for price increases [2]. Group 2: Luxury and Toy Industries - Ralph Lauren plans to raise prices more significantly than originally intended to offset tariff impacts, with increased price hikes for both the fall and spring collections [3]. - Mattel, a toy manufacturer, announced price increases for some products sold in the U.S., citing the macroeconomic environment and evolving tariff situation, while also suspending its full-year financial guidance [3]. Group 3: Automotive and Sportswear Industries - The automotive sector is feeling the pressure, with Volvo's CEO stating that customers would bear a significant portion of the increased costs if tariffs on EU imports are implemented [4]. - Subaru of America and Ford have both announced price increases for various models in response to current market conditions and tariffs [4]. - Adidas and Nike are also raising prices, with Adidas' CEO noting that higher tariffs will ultimately increase costs across their product range in the U.S. [4]. Nike is set to increase prices on adult apparel and footwear, aligning with the broader trend in the industry [4].

Group 1 - The Vietnamese government is intensifying efforts to combat the import of counterfeit products [1] - Products from companies such as Google, Samsung, Mattel, Lego, and luxury brands will face stricter inspections [1]

Group 1 - President Trump publicly encouraged stock purchases, stating that if trade agreements and tax cuts yield results, investors should buy stocks now [1][3] - Following Trump's remarks, major U.S. stock indices rose significantly, with the S&P 500 increasing by over 1%, the Nasdaq by nearly 1.9%, and the Dow Jones gaining over 600 points at one point [1][3] - The U.S. and U.K. reached an agreement on tariff trade terms, which contributed to the stock market rally, with the U.K. agreeing to concessions on U.S. food and agricultural imports in exchange for reduced tariffs on U.K. car exports [3] Group 2 - Trump's announcement of a trade zone for aluminum and steel with the U.K. led to significant stock movements, with companies like Kaiser Aluminum and U.S. Steel seeing gains [4] - Boeing's stock rose over 4% after Trump announced that the U.K. agreed to purchase $10 billion worth of Boeing aircraft [6] - Conversely, toy giant Mattel's stock fell nearly 5% after Trump threatened to impose a 100% tariff on its toys if the company moved operations out of the U.S. [7] Group 3 - International oil prices surged following Trump's comments about not wanting to bomb Iran, with WTI crude oil rising over 3% and Brent crude nearing $63 [8][11] - WTI crude oil reached a high of $60 during trading, reflecting a daily increase of 3.3% [9][10] - Trump's previous threats to sanction countries purchasing oil from Iran were contrasted with his recent statements indicating a potential flexibility in negotiations regarding Iran's nuclear program [14]