Three months ago, hotel operators were confident that the consumer downturn they were experiencing would end being a relatively quick pain. After the tariff matter was finally settled, Americans would sure go back to spending as they always seemed to. Instead, a whole bunch of critical and alarming data out just today has poured oceans of deflationary cold water on the recovery hope.
Eurodollar University's Money & Macro Analysis
Reuters Hilton cuts 2025 revenue growth forecast as US travel demand softens
https://www.reuters.com/business/hilton-cuts-2025-revenue-growth-forecast-economic-uncertainty-weighs-2025-04-29/
PRNewswire WYNDHAM HOTELS & RESORTS REPORTS STRONG FIRST QUARTER RESULTS
https://www.prnewswire.com/news-releases/wyndham-hotels--resorts-reports-strong-first-quarter-results-302442939.html
Wyndham lowers 2025 RevPAR expectations amid dampened consumer sentiment
https://www.hoteldive.com/news/wyndham-q1-2025-earnings-lower-revpar/746863/
YahooFinance United, American, Southwest all surge after Delta's outlook lifts fortunes for US airlines
https://finance.yahoo.com/news/united-american-southwest-all-surge-after-deltas-outlook-lifts-fortunes-for-us-airlines-144400677.html
Bloomberg US Producer Prices Stagnated on Decline in Services Costs
https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs
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Twitter: https://twitter.com/JeffSnider_EDU
What is Eurodollar University?
Jeff Snider will guide you through the realm of monetary science. Multiple episodes uploaded each week, discussing big news and key current events, the state of markets and what they are telling you, as well as historical summaries and deep background material so that you can understand what’s really going on in this eurodollar’s world.