Latest / Stagflation Conversations with Fexingo: High Inflation, Slow Growth, and 1970s Echoes
How Stagflation Is Reshaping the Hotel Industry
Lucas and Luna explore how persistent stagflation—high inflation and slow growth—is transforming the hotel industry in mid-2026. With core CPI still running hot at 336.1 and real GDP growth barely above 2%, leisure travelers are trading down from luxury to midscale brands, while business travel faces cuts from cost-conscious corporations. The episode drills into data from major hotel chains: occupancy rates are flat but average daily rates are up 8% year-over-year, driven by inflationary pricing rather than genuine demand. Meanwhile, smaller independent hotels are getting squeezed by rising…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.