Global Travel & Tourism Sector Defies Gloomy Headlines

Macro Weekly Global travel and tourism defy gloomy headlines

Rising oil prices, geopolitical tensions and higher interest rates would normally spell trouble for travel and leisure companies. Yet hotel, airline and luxury goods stocks continue to climb. In this analysis, we explore what resilient travel demand says about consumer confidence, economic growth and the outlook for equity markets. Travel and tourism are resilient amidst […]

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