Italy June consumer confidence 106.4 vs 105.8 exp

Mortgage rates hit 3-month highs, crushing refi demand 19%. War fears spook housing.

RPD Fund bets $100M on NICE, trading at 15x FCF, despite 21.7% yearly drop & AI fears.

JBL beats Q2, raises FY26 outlook to $12.25 EPS. Up 9.2% YTD, near 52-wk high.

JEPI ETF draws $1.44B, offering an 8.4% yield. Defensive, low-cap holdings de-risk tech exposure.

Fertilizer costs jump 37% on Hormuz Strait risks. Urea up 5%, ammonia up 15%. Farmers face higher input costs.

RVTY down 22% despite revenue beat; peers see 20% drop. High R&D, funding cycles pose risks.

VNQI yields 4.3% with 10.2% return, REET yields 3.4% with 5.9% return. VNQI has higher diversification, REET more U.S. focus.