REPORT: Walmart and Other U.S. Retailers Reportedly Notify Chinese Suppliers to Resume Shipments But Tariffs Cost Will be on U.S. Firms.
Several Chinese exporters said that major U.S. retailers, including Walmart, have informed some Chinese suppliers to resume shipments after…
— Ray Wang (@rwang07) April 26, 2025
"Albertsons tells suppliers to eat the cost of tariffs: ‘We are not accepting cost increases’" https://t.co/3D7bie6L7p pic.twitter.com/q5CeYA6Y7G
— Scott Lincicome (@scottlincicome) April 26, 2025
Ackman says US could pause China tariffs to help companies exit faster…
ACKMAN SAYS WE COULD CHOOSE TO UNILATERALLY PAUSE CHINA TARIFFS TO BETTER FACILITATE US COMPANIES TRANSITIONING SUPPLY CHAINS OUT OF CHINA – X POST https://t.co/jfwJj0sZ4H
— *Walter Bloomberg (@DeItaone) April 26, 2025
China is blocking $AAPL from moving its own equipment to other countries like Indiahttps://t.co/JnasjEbGcl
— Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) April 26, 2025
What type of goods does the US import from China?
63% of imported goods from China are final products such as clothing and electronics purchased by US consumers.
37% of US imports are intermediate goods that are exploited in US production.
These goods are particularly used in… pic.twitter.com/kLlM3hhw03
— The Kobeissi Letter (@KobeissiLetter) April 26, 2025
There’s a name for this. 👇🏼
It’s called margin compression. pic.twitter.com/aJABd3y9LS
— Kalani o Māui (@MauiBoyMacro) April 26, 2025