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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