• California CEQA Changes – “Game Changer” for Housing

• Opportunistic Fund with significant dry powder looking for deals.

• Summer Calendar: Tariff Deadlines, Debt Ceiling, Budget Drama, and Jobs Market Fed Meetings

• Consumers “On Edge” as Stock Markets Rally on Tariff Pause Optimism, Fed “Waits for Greater Clarity,” CPI/PPI Dovish (For Now), Moody’s Downgrades U.S. Debt   

• Fed Official Talks Rate Cut, Tarriff Pause Uncertainty, Economic Headwinds (?)  

• Tariff Volatility Cools During 90-Day ‘Pause’; Powell Refuses to Confirm ‘Fed Put’