Term premiums should rise from here

Google search ad revenue continues to grow even in the era of AI

As a group the Mag 7 surpassed Q1 earnings expectations handily, per Goldman.

Global PMI Hit 17-Month Low in April

The median sales price of a new home sold in the US is now $100 less than the median sales price of an existing home, a rare discount due to the "lock-in effect," a shortage of existing homes for sale, and a shift to smaller new homes being built