Neil Dutta, the Head of US Economic Research at Renaissance Macro, joins Steve Ricchiuto, an economist at Mizuho, Virginie Maisonneuve, Global CIO for Equity at Allianz, and Tony Capuano, CEO of Marriott. They dive into the implications of recent Consumer Price Index data on economic strategies. The discussion touches on the Federal Reserve's policy challenges, mortgage rates amidst stagnant home sales, and the dynamic landscape of corporate borrowing. Capuano sheds light on the hospitality industry's recovery and strategies to attract budget-conscious travelers.

Victoria Bills discusses cracks in the inflation story, Derek Wallbank talks about India's elections' impact, and Tony Capuano shares insights on luxury travel and summer outlook.

Exploring the rebound of travel demand post-pandemic, insights on travel industry recovery in Asia, analysis of mid-scale travel segments and global middle-class growth, post-pandemic consumer spending trends prioritizing travel, shift to sustainable hotel services and luxury expectations post-pandemic