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 #260 — America
America turned 250 as the World Cup brought fans from around the globe into US host markets. Hotel demand strengthened, with US RevPAR up nearly 10%, World Cup markets up 25% on average, luxury and urban hotels leading the way, REITs pausing after a strong run, and broader markets closing out a strong second quarter.
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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
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Weekly charts and commentary covering hotels, macroeconomics, commercial real estate, and capital markets.
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