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 #268 — For Better or Warsh
Growth remains firm, but sticky inflation has complicated the Fed’s path. Markets are increasingly pricing a higher-for-longer rate environment even as stocks, hotel fundamentals, and credit conditions remain resilient.
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
August 30, 2026MWC #268 — For Better or WarshView PDF →August 23, 2026MWC #267 — Ain’t No Mountain High EnoughView PDF →August 16, 2026MWC #266 — Show Me the MoneyView PDF →August 8, 2026MWC #265 — You Can’t Always Get What You WantView PDF →August 2, 2026MWC #264 — Choose Your Own AdventureView PDF →