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Household furnishings saw a 0.2% drop on the month, the biggest decline since the end of 2024. This is one of the categories where you’d expect to see tariff effects at play. Remember that March is the month following the Supreme Court’s invalidation of the bulk of Trump’s tariffs -- which were then replaced with a smaller 10% levy.

- S&P 500 futures rose slightly on Friday, with the index on pace to post a solid weekly gain, as traders kept an eye on the fragile two-week ceasefire between the U.S. and Iran. - S&P 500 has jumped more than 3% through Thursday’s close, tracking for its best week since November. - Trump on Thursday warned that Iran should not charge fees to oil tankers that are traveling through the Strait of Hormuz, writing in a post on Truth Social: “They better not be and, if they are, they better stop now!” - Oil prices were little changed as concerns around the strait’s reopening hovered over the market. - Oil prices came off their highs of the day and the S&P 500 rose after Israeli Prime Minister Benjamin Netanyahu said that the country had agreed to negotiate with Lebanon “as soon as possible.” - US inflation surged in March, with CPI rising 0.9% month-on-month and 3.3% year-on-year, the fastest pace since 2024, driven largely by a record spike in gasoline prices. - An expected Senate hearing on the nomination of Kevin Warsh for Federal Reserve chair has been delayed, a person familiar with the matter told CNBC on Thursday evening. - U.S.-listed shares of Taiwan Semiconductor Manufacturing rose more than 2% in premarket trading on Friday after the world’s largest chipmaker reported record revenue for the first quarter. - Asia-Pacific markets mostly rose Friday, though a fragile two-week ceasefire between the U.S. and Iran keeps investors on tenterhooks with oil prices remaining volatile.