★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Travel & LeisureServices Cruise Lines Push Capacity to Counter High Energy Costs, Heavy Debt Loads Loom Large Shares of major cruise lines have been hit hard by a broader weakening of economic growth and rising energy costs.…McAlinden Research PartnersJuly 6, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureServicesTransportation Airfares Soar Into the Summer as Airlines Project Sales to Surpass Pre-Pandemic Levels Several US airlines expect to collect the strongest revenues they've seen in years throughout 2022, with many forecasting sales that…McAlinden Research PartnersJune 1, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureServicesTransportation Hotel Industry Approaching Pre-Pandemic Occupancy Rates, Airlines Anticipate Breakout Summer Season Hotel purchases held strong throughout the first quarter of the year. More than $12.5 billion worth of hotels were sold…McAlinden Research PartnersApril 25, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureServicesTransportation Cruise Lines Push Back Profitability Forecasts, But New CDC Directives Signal Hope for Summer Season As airlines and hotels return to pre-pandemic levels of demand and occupancy, the cruise industry has seemingly fallen behind a…McAlinden Research PartnersApril 4, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureServicesTransportation Airlines Shedding COVID-19 Uncertainty, Prepped to Capitalize on Pent-Up Travel Demand The airline industry's recovery appears to be accelerating as travel demand comes roaring back. Despite rising jet fuel prices putting upward…McAlinden Research PartnersMarch 21, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerEconomics & TradeⓁ Travel & LeisureTransportation Asia’s Tourism Rebound Will Boost the Global Travel Industry, Aviation, and Emerging Markets Travel restrictions are being eased across Asia as plans for new hotel construction on the continent reach all-time highs. With…McAlinden Research PartnersFebruary 15, 2022
⚑ Joe Mac's Viewpoints⦁ Theme TrackerⓁ Aerospace & DefenseⓁ SolarⓁ Travel & LeisureMarketsMonetary Policy A Look Back at 2021: Reviewing Our List of Themes 2021 marked another successful year for MRP’s themes, as 16 of 21 themes we closed throughout the year outperformed the…McAlinden Research PartnersJanuary 13, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureServicesTransportation Hotel Recovery Outpacing Travel Counterparts Amid Rising Occupancy Rates and Strong Pricing As the travel industry continues to navigate the COVID-19 pandemic, fears surrounding the new omicron variant have yet to worry airlines…McAlinden Research PartnersJanuary 3, 2022
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureServicesTransportation Cruise Line Customers Shrugging Off Omicron Variant as Travel Demand Continues to Rebound Cruise stocks slumped throughout November, primarily due to concerns around the new COVID-19 omicron variant. Investors have been fearful that near-term…McAlinden Research PartnersDecember 13, 2021
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerⓁ Travel & LeisureServicesTransportation Thanksgiving Travel Set to Test US Airline Industry’s Recovery The holiday season is finally in full swing with Thanksgiving coming up on Thursday. For airlines, that means the latest…McAlinden Research PartnersNovember 24, 2021