In this month's Investing in Identity series, we dive into notable deals that are shaking up the summer and take a look at what July's stock rally implies for market performance this fall. This month's agenda features:

• HUMAN, a global leader in safeguarding against bot attacks and fraud has merged with PerimeterX. On the surface, these companies pose competitive threats to one another; however, the use of UEBA to support bot detection, account abuse detection, and fraud prevention, make for an attractive merger
• We watched the NASDAQ and S&P make a rebound in July. Is this a bear market rally? Hear our predictions moving into the fall for digital identity deal activity and deal count