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Ramsfield Hospitality Finance

North America

ALIS Hotel Conference Preview

The DJIA rose 254 points, Nasdaq was up 224, the S&P 500 rose 47 points and the 10 year treasury yield was up .04 to 3.53%. Lodging stocks were higher SOND rose 7%, VCSA was up 6% and SOND and H traded up to a new high. Jefferies gave their ALIS Conference preview saying they anticipate the lodging management teams will provide incremental color on the trajectory […]

January 23rd, 2023

North America

60 Percent of Americans More Likely to Stay in Hotels in 2023 Than Last Year

The DJIA rose 186 points while Nasdaq was up 107, the S&P 500 rose 27 points and the 10-year treasury yield was up .10 to 3.62%. Lodging stocks were higher. MCG was the big winner, up 11% while AHT rose another 8%. SLNA fell -6% on the day. JP Morgan gave their 2023 lodging outlook presentation, saying they see the REITs as relative underperformers […]

January 10th, 2023

North America

ClubMed Celebrates Its Birthday With Expansion

The DJIA jumped 337 points, Nasdaq was up 247, the S&P 500 rose 62 points and the 10-year treasury yield fell by .13 to 4.11%. Lodging stocks were higher. VCSA was up 10% while SOND and BHR both rose 6% on the day. Deutsche Bank gave its first broad-based downward revision to hotel REIT estimates since the travel recovery began in spring 2021. DB is going […]

October 25th, 2022

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