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China's Global Impact: Inflation Exporter or Deflation Trendsetter? [View article]
"According to a recent Wall Street Journal article, there is evidence to suggest that foreign exporters are willing to adjust prices to hold on to U.S. market share as the dollar declines in value."
This effect is recognized by economists, but tends to be only short run. In the long run, producers react to lower prices in their domestic currency.
An interesting issue that you didn't discuss is the potential lack of price elasticity of demand for Chinese products in the US. Normally, when prices go up demand falls. But the US has now become totally dependent on Chinese products, and even with rising prices there are no cheaper alternatives. In which case higher prices may lead to the same relative demand for each product, but overall cuts to consumers budgets.
I wonder how rising Chinese prices would impact Walmart.