The July market reflected lingering effects of spring’s economic uncertainty, but momentum is beginning to shift. As of early August, volatility has eased, consumer confidence is ticking upward, interest rates have dropped to 2025 lows, and stock markets are hitting new highs. While these conditions couldn’t fully counter the hesitation that dampened the spring and early summer seasons, and July remained softer than last year, positive indicators suggest that stability is returning. If these trends hold, and the broader impact of the AI-driven tech boom spreads beyond Silicon Valley, we could see improving market dynamics as we move deeper into the second half of the year.