Core Viewpoint - President Trump criticized Walmart for not absorbing the costs associated with his tariffs, suggesting that the retail giant should not pass these costs onto consumers [1][5][16] Group 1: Impact of Tariffs on Walmart - Walmart warned that prices for various products, including bananas and children's car seats, could increase due to tariffs [2][8] - Walmart's CFO indicated that a $350 car seat made in China could see a price increase of $100, representing a 29% rise [11] - The company has reported strong first-quarter sales but emphasized the limits to which it can keep prices low amidst rising costs [12] Group 2: Economic Context and Consumer Sentiment - Economic analyses suggest that tariffs could worsen inflation, with a recent consumer sentiment survey indicating that approximately 75% of respondents mentioned tariffs as a concern [2][8] - The tariffs have contributed to a decline in consumer sentiment, marking the second-lowest measure on record [8] - Trump's tariffs have created uncertainty in the U.S. economy, affecting major companies and their supply chains [11][14] Group 3: Trump's Economic Agenda - Trump insists that his economic agenda will lead to more domestic manufacturing jobs, urging Walmart to sacrifice profits for this cause [4][16] - The administration has reduced tariffs from 145% to 30% for a 90-day period, but has maintained high tariffs on various imports, including autos and steel [12][14] - Trump has called for the Federal Reserve to cut benchmark rates, despite concerns that this could accelerate inflation [16][17]

Wall Street expects a year-over-year decline in earnings on lower revenues when Pfizer (PFE) reports results for the quarter ended March 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on April 29. On the othe ...