This rotation could be a signal that market sentiment is broadening beyond tech-heavy indices. While commissioners have little influence over the RFQ and RFP contracts, a third tranche of awards go through the county's component departments, such as engineering and the Flood Control District. For these contracts, a department will present a list of companies to commissioners and ask them to select from a short-list of qualified vendors. Commissioners are free to either choose from the list or return with a company they selected themselves. As UN member states gather and global agendas are renegotiated, the spotlight is brighter than ever. Housing must contend alongside climate, health, migration, and security—but its interconnections make it a powerful anchor. Dow Jones futures charts are holding steady above 39,500 after yesterday’s record close. Industrial and financial stocks are driving the strength, with short-term moving averages confirming an upward bias. Risk remains sensitive to employment data coming Friday.