On a Good Friday-shortened week, economic data included gains in retail sales, while industrial production and housing starts fell back.

Economic data included a significant pause in the U.S. administration’s total tariff policy, resulting in some relief of recession fears for now. Consumer price inflation came in slower than expected, with the year-over-year rates also declining, as did producer price inflation to some degree. Consumer sentiment remained poor, with inflation expectations rising sharply.

  Equities suffered their worst week since the pandemic, reacting negatively to the U.S. administration’s tariff news.

Financial markets were on pins and needles as ‘Liberation Day’ approached on Wednesday, after a volatile few weeks of uncertainty...

Economic data included a slight upgrade to U.S. GDP for Q4, and positive news for durable goods orders and a variety of real estate sales...

At the March meeting, the U.S. Federal Reserve Open Market Committee voted to keep the Fed funds policy rate unchanged at the current...