Here is a bit of a summary for the jump. http://finance.yahoo.com/news/Hotel-companies-climb-after-apf-1333768807.html?x=0&.v=1 As you alluded to, airline traffic was up last month, along with the ISM data that came out Monday. Looks like things are picking up a bit, although the jobs numbers sometimes over/underlap. But I heard that lots of analysts were expecting an increase because of teachers, etc. If history is to give any clue, look at the transports today as well. Pretty strong.
Thanks, the two industries are interlinked and business model are similar (yield management, high fixed cost low marginal cost,etc...), but hotels trade nowhere near their net asset values as airlines do.
For your interest: Type "hotel voucher" in www.ebay.com and you'll get 50%+ discount poping up in Marriott hotels.
Type "hotel marriott" in www.ebay.es (Spain) and you get 5 days deluxe rooms at 2/3 off for the high tourist season (and I'm not talking about the timeshare lodging).
Type again "hotel marriott" in any of the other European eBay sites and you get 50-60% off on city breaks (Paris, Zurich, etc,...)