#$DAL

Marriott US acceleration driven by luxury chains with revpar +9% on both corporate & high end leisure. But growth broadened to include economy hotels +4.4% as even cost conscious US travel is picking up. 💪 $MAR $HLT $ABNB $AXP $V $MA $XLY $XLF $XLI $BKNG

Amex again comes in with strongest spend vs peers, with consumer and commercial spend accelerating 100bp, both growing at fastest pace since Q1 2023. $AXP saw consistent acceleration across all ages and across all spending types. $V $MA $JPM $COF $BAC $XLF $XLY $DAL

Amex again comes in with strongest spend vs peers, with consumer and commercial spend accelerating 100bp, both growing at fastest pace since Q1 2023. $AXP saw consistent acceleration across all ages and across all spending types. $V $MA $JPM $COF $BAC $XLF $XLY $DAL

$WFC with same message as $BAC & $JPM on US consumer: strong spend & lower credit costs. Bank stocks have had strong run into results, but message on consumer is consistent: improving spend AND credit quality, despite all the concern out there. 🔥🔥 $XLF $XLY $XRT

With Delta's objection now sorted the US DOT approves the request from Philippine Airlines to operate MNL-ORD service. As Delta requested, it is a one year approval. #AvGeek