The market rally takes a breather. Here are 3 reasons why — and 1 silver lining
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
The Reserve Bank of Australia (RBA) is concerned that a significant portion of Australians misunderstand how interest rates affect inflation, potentially complicating its monetary policy efforts. A survey revealed only 25% correctly linked higher rates to lower inflation, while over half believed the opposite, impacting public trust and inflation expectations.

TSMC is committing over $200 billion to advanced semiconductor manufacturing in the U.S., driven by President Trump's pressure and tariff threats. This expansion, while boosting market cap, is increasing production costs and diluting gross margins, despite strong demand from the AI boom.
İngiltere'de yıllık enflasyon haziranda %2,6 ile beklentilerin (%2,7) altında gerçekleşti ve Mart 2025'ten bu yana en düşük seviyeye indi. Ulaşım ve gıda fiyatlarındaki düşüş, aylık enflasyonun %0,1 olmasında etkili oldu. ONS Başekonomisti Grant Fitzner, gıda ve giyim fiyatlarındaki azalışa dikkat çekti.

Russia's trade with Asia-Pacific countries, totaling about $500 billion and comprising over 74% of its total foreign trade, has largely transitioned to settlements in rubles and 'friendly currencies,' according to Ambassador Marat Berdyev.

Bitcoin se maintient autour de 66 000 dollars, soutenu par les capitaux institutionnels, alors que les marchés asiatiques rebondissent après la secousse de Kimi K3. Le yen, malgré des interventions massives, est tombé à son plus bas niveau depuis quarante ans.
Three Saudi crude oil tankers bound for China and India reversed course in the Red Sea, heading for the Suez Canal after Yemen's Houthi militia warned against using Saudi ports, signaling disruptions to global energy supplies and trade.