UTCC's consumer confidence index rose to 51.8 in July 2569 (from 50.7 in June), the second straight monthly gain, which it credits mainly to the "Thai Help Thai Plus 60/40" scheme (government pays 60% of spending, up to 200 baht/person/day and 1,000 baht/person/month; the scheme runs 1 June to 30 September 2569). Falling oil prices after the Middle East conflict eased and higher farm crop prices also helped. All indices remain well below the 100 neutral level, so confidence is still weak. UTCC expects demand to firm from September, with a clearer upturn in Q4 as government spending accelerates. For a Thai SME: plan for stronger sales from September, but watch whether spending holds after October when the scheme ends.