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 #270 — Remember
Twenty-five years after 9/11, this week’s edition remembers the past while markets wrestle with what comes next: hotter inflation, surging Treasury yields, $100 oil, strong growth, and a Fed meeting that looks obvious in the futures market but less so in the political arena.
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
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