Weekly market intelligence
Charts, commentary, and context for hotel investors and capital markets professionals.
A weekly briefing combining relevant, timely charts with concise commentary across lodging, commercial real estate, macroeconomics, and capital markets.
Latest Edition
MWC #277 — The Contest
Strong hotel demand meets expensive capital as investors test the returns on AI spending, the Fed holds steady, and markets look ahead to elections and employment.
Each week
Connecting macro headlines to real-world investment implications.
A recap and a look ahead at how major economic, geopolitical, and market developments flow through to commercial real estate, financing conditions, and investor sentiment.
Coverage
- Hotel fundamentals and CRE capital markets
- Interest rates, inflation, and central bank policy
- Equities, fixed-income, and cross-asset performance
- Oil, commodities, geopolitics, and macro themes
- Upcoming economic calendar
Recent Editions