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 #257 — Sharpening the Edge
This week’s edition previews the 48th NYU International Hospitality Investment Forum, where the 2026 theme is “Sharpening the Edge.” Inflation pressures remain and likely will until the conflict with Iran recedes, but the US economy continues to power through. Hotel performance remains stronger than projected, with luxury leading the way.
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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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