Paul Durrans, Investment Director and Matt Henderson Portfolio Manager cover what has been a busy week for markets and economic data. They discuss the latest UK inflation data, which disappointed but continues to trend towards the Bank of England's target. Despite softer UK retail sales they unpick why consumer confidence is rising. Finally, they discuss Nvidia, the company at the vanguard of Artificial Intelligence, was in focus for investors as they reported their earnings results for the first quarter of the year.