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 #263 — Everything Everywhere All at Once
Oil prices surged as the war in the Gulf expanded, Treasury yields moved sharply higher, new tariffs were announced, and the Fed rate-hike debate returned. Yet travel stayed on offense: U.S. RevPAR increased 6.7%, Luxury led all chain scales, and airline executives continued to forecast durable demand.
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
July 26, 2026
MWC #263 — Everything Everywhere All at Once
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July 19, 2026
MWC #262 — Smoke Signals
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July 12, 2026
MWC #261 — The Knockout Round
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July 4, 2026
MWC #260 — America
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June 22, 2026
MWC #259 — The Best Defense Is a Good Offense
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