Hyatt House

The DJIA jumped 490 points while Nasdaq surged 327. The S&P 500 rose 84 points and the 10-year treasury yield was down .19 to 4.44%, all on a low inflation report. HLT and HT hit new highs while the list of lodging stock gainers was nearly all of them. SHCO was up 14%, BHR was up 13%, AHT was up 10% and PEB […]

The DJIA surged 565 points, Nasdaq jumped 233, the S&P 500 as up 80 points and the 10-year treasury yield was down .12 to 4.67%. Lodging stocks jumped, led by earnings, led by the market, possibly short covering. AHT and PK were the big winners, up 18% and 12% respectively while INN was up 11%. SHCO and VCSA were both up 8% while […]

The DJIA fell 174 points while Nasdaq was down 85, the S&P 500 was down 27, and the 10-year treasury yield surged .12 to 4.71%. Lodging stocks were lower but the only real decliner of note was VCSA with an -8% decline. JP Morgan initiated coverage on Marriott Vacations Worldwide with a Neutral rating and […]

The DJIA ended Friday with a gain of 288 points while the Nasdaq was up 212, the S&P 500 rose 50 points, and the 10-year treasury yield rose by .07 to 4.78% on the jobs report. Lodging stocks were mixed. TNL traded down to a new low. SHCO was up 6% to lead the group. STR said occupancy for September in the US was 66.3%. The preliminary data […]

GGRAsia said that 22 hotels associated with Macau casino complexes have their standard rooms sold out for at least three nights of the upcoming Golden Week. That was as of last Thursday. The rooms that are still being listed as available in some properties have hefty room prices of around US$400 a night. Samhi Hotels […]

The DJIA fell 370 points on the second day of the Fed reaction. Nasdaq was down another 245, the S&P 500 was down 72 points and the best sign of displeasure was in the 10-year yield, jumping .13 to 4.48%. Lodging stocks were lower. SOND’s reverse split is already having the expected effect, down another -10% nearly to another all-time low. Interested in […]

The DJIA fell 289 points on Friday while the Nasdaq was down 218, the S&P 500 fell 55 points, and the 10-year treasury yield continued its march to 4.50%, up another .03 to 4.32%. Lodging stocks were mixed. New lows were set again by VCSA and AINC, while SOND fell -5% on a day when it held a vote on a reverse split. […]

The DJIA fell 195 points, while the Nasdaq was down 10, the S&P 500 was down 18 points, and the 10-year treasury yield was up 0.68 to 4.258%. Lodging stocks were mixed, but Airbnb stock received a big lift with the announcement of its inclusion in the S&P 500. Truist reported on its visit to San Francisco for the Visit Impact Summit. The good news is that the fall […]

The DJIA rose 213 points while Nasdaq was up 114, the S&P 500 was up 28 points, and the 10-year treasury yield was down .03 to 4.21%. Lodging stocks jumped on the Hersha Hospitality buyout news, led by the REITs. HT was up 56%, BHR rose 16%, AHT was up 10%, and then CLDT, INN, XHR, and SHCO were up 6% each. On the […]

The DJIA rose 184 points, Nasdaq was up another 215, the S&P 500 rose 48 points, and the 10-year treasury yield was down .13 to 4.20%. Lodging stocks were modestly higher, but the big mover was SOHO dropping -11%. VCSA traded down to another new all-time low. Either the reporters at Dow Jones are bored, or they didn’t get any upgrades the last […]

The DJIA was down 175 points, Nasdaq was up 8 while the S&P 500 fell 12 points, and the 10-year treasury yield was down .01 to 4.33%. Lodging stocks were mixed. BHR, AHT, and VCSA set new lows. Pebblebrook Hotel Trust became the first to warn that Tropical Storm Hillary could hurt 3Q results. PEB said the storm did not cause any damage to PEB properties […]

The DJIA rose 82 points, Nasdaq fell 17, the S&P 500 was down a point, and the 10-year treasury yield was down .06 to 3.85%. The Fed may be done with their rate hike today or may not be. Every inflation and jobs report will be scrutinized until we get a clear indication of what they will do. Lodging stocks were mixed. MAR […]