PPCC: Pisitófilos Creditófagos. Verano 2023

[Asdrúbal el Bello]

La falta de acumulación capitalista central disciplinante es la debilidad secular de España. Pero ya da igual porque hoy España es solo un estado del Estado-UE. Después del 'bréxit' se ha manifestado en toda su crudeza el verdadero problema de fondo: la anglofilia de las tres derechas: económica, sociológica y política. Nosotros: Alemania (Austrias) y Francia (Borbones).

Alemania ya está en recesión. La 'rate hike' es contra la inflación-de-activos (inmo, Bolsa, Deuda y dólar), no contra los IPC. Los IPC son cosa de control social sobre caseros y tenderos. Vamos a tener política monetaria dura hasta que los jugadores popularcapitalistas doblen la cerviz. En España, ayuda el resultado de las elecciones generales de anteayer. Pero el impulso definitivo, el Requetecatacrack 02/10/2023, va a ser en el cierre contable del tercer trimestre y el debate de los presupuestos para el 'bonito 2024' (Banco España, Informe Anual 2022, págs. 157 y 172 del pdf), debate que lo habrá, aunque en España se prorroguen los presupuestos de 2023, porque viene a la UE el nuevo marco de reglas fiscales:
https://www.consilium.europa.eu/es/policies/economic-governance-framework/timeline-economic-governance-framework/

 Ruego que demos por hecha la continuidad del Gobierno de coalición del PSOE e IU, casi limpio ya de 'woke' o 'baizuo', y que se nos quite de la cabeza la idea delirante de que la derecha española está abierta para una 'große Koalition', aun 'light' —antes al contrario, va a recrudecerse el intento estúpido de golpe de Estado blando centrado en la persona del presidente del Gobierno—.

Dejemos la política a los políticos.

Ruego, pues, que pongamos nuestra mente en qué va a pasar hasta la suelta —vuelo en solitario, sin instructor— del modelo de planificación central capitalista con fisco y moneda fuertes, que sustituye al popularcapitalista de los 1980, a su excrecencia ideológica de libertad negativa, no-igualdad y no-fraternidad o indiferencia, y a su retórica simplona 'ofertademandista'.

https://www.elmundo.es/economia/2023/07/24/64beb0eee4d4d8673f8b4592.html?cid=BESOCYEM01

Habría que ver si somos más ortogramers por sardás o por dexauses.

[Cadavre Exquis]

https://www.expansion.com/empresas/transporte/2023/07/25/64bf116a468aeb36658b465e.html

https://www.pressreader.com/spain/expansion-nacional/20230725/page/28/textview

Ryanair sube un 42% sus billetes y nota un freno en la demanda

Saludos.

[Cadavre Exquis]

https://www.expansion.com/mercados/2023/07/25/64bf20ca468aeb49068b4594.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/empresas/banca/2023/07/25/64bf2246468aeb072f8b4599.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/financial-times/2023/07/13/64aff522e5fdea566f8b4588.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/financial-times/2023/07/24/64be7189468aeb2b478b459c.html

https://www.pressreader.com/spain/expansion-nacional/20230725/page/34/textview

Las noches hoteleras se disparan hasta un 13,5% en junio

Saludos.

[Derby]

https://www.wsj.com/articles/banc-of-california-pacwest-in-advanced-talks-to-combine-d9e48a1f

Banc of California, PacWest in Advanced Talks to Combine

Deal would marry regional lenders beset by fears about the soundness of the sector earlier in the year

Banc of California is in advanced talks to buy PacWest Bancorp, in a move by the lenders to further shore themselves up following a regional-banking crisis earlier this year.

A deal could be announced as soon as Tuesday, when both banks are scheduled to report results, assuming there isn’t a last-minute snag, people familiar with the matter said.

While the value of the tie-up isn’t likely to be huge by M&A standards—PacWest has a market value of just about $1 billion—it is a major milestone for a banking sector that was in turmoil earlier in the year and still faces lingering questions about its health.

PacWest has been at the center of recent fears about the regional-banking system since the failure of three lenders this spring, with the Beverly Hills, Calif., bank beset by deposit outflows and a sinking stock price. Shares of Banc of California dropped significantly too.

Still, both banks have come through the recent turmoil in relatively good health and both stocks have rebounded somewhat. PacWest has sold assets to shore up its balance sheet, while Banc of California remained profitable in the first quarter.

Banc of California shares rose by nearly 10% after The Wall Street Journal reported on the deal, while PacWest dropped by more than 10%.

Centerbridge and Warburg Pincus plan to contribute equity to help fund the deal, the people said. The private-equity firms, each with a history of investing in financial companies, will provide the only external source of funding for the acquisition.

[Derby]

https://fortune.com/2023/07/25/housing-market-federal-reserve-forze-home-prices-for-year-case-shiller/

Housing market deep freeze: The Fed successfully froze U.S. home prices for one year

In June 2022, Fed Chair Jerome Powell told reporters that homebuyers needed something of a “reset”—and that the Fed’s interest rate hiking campaign would deliver it.

It’s easy to see why Powell was concerned: At the height of the Pandemic Housing Boom, in the spring of 2022, the year-over-year growth rate for U.S. home prices hit a record 20.8%. In total, U.S. home prices as measured by the Case-Shiller National Home Price Index rose 43.3% between March 2020 and June 2022.

“When I say reset, I’m not looking at a particular specific set of data,” Powell told reporters in September. “What I’m really saying is that we’ve had a time of a red-hot housing market all over the country, where famously houses were selling to the first buyer at 10% above the ask even before seeing the house. That kind of thing. So there was a big imbalance between supply and demand. Houses were going up at an unsustainable fast level. So the deceleration in housing prices that we’re seeing should help to bring prices more closely in line with rents and other housing market fundamentals.”

Fast-forward to Tuesday, and we just learned that U.S. home prices, as tracked by Case-Shiller, fell 0.5% on a year-over-year basis between May 2022 and May 2023. What does that tell us? Well, not only did spiked interest rates put a halt to the pandemic housing boom, they also successfully froze national home prices for an entire year.

For homebuyers, the cooling of national home price growth provided some reprieve from the intense competition and soaring prices they had encountered during the market’s peak. This period of stagnation has allowed some buyers to explore their options more thoroughly and make more deliberate choices. (...)

[Cadavre Exquis]

https://lectura.kioskoymas.com/cinco-dias-1244/20230725/page/2/textview

Los empresarios no piden mucho... solamente un poco de cariño

https://cincodias.elpais.com/economia/2023-07-24/la-patronal-pide-moderacion-al-futuro-gobierno-y-exige-que-cesen-los-ataques-a-las-empresas.html

https://cincodias.elpais.com/economia/2023-07-25/las-empresas-urgen-a-formar-gobierno-para-no-retrasar-proyectos-en-marcha.html

https://lectura.kioskoymas.com/cinco-dias-1244/20230725/page/5/textview

Sánchez descarta nuevas elecciones: "La democracia encontrará la fórmula de gobernabilidad"

https://lectura.kioskoymas.com/cinco-dias-1244/20230725/page/6/textview

Feijóo ofrecerá al PSOE "pactar cuatro o cinco" asuntos de estado

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/opinion/2023-07-25/el-nuevo-gobierno-debe-dar-prioridad-a-las-viviendas-resilientes.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/opinion/noticias/12383291/07/23/deficit-y-fondos-de-la-ue-en-el-aire-.html

https://www.eleconomista.es/economia/noticias/12383380/07/23/un-gobierno-interino-prorrogara-el-presupuesto-y-renegociara-los-nextgen.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12383373/07/23/la-inestabilidad-politica-deja-en-el-aire-como-cumplira-espana-las-reglas-fiscales-de-la-ue.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12382441/07/23/doble-golpe-en-los-pmi-europeos-la-recesion-se-abre-paso-en-el-segundo-semestre-pero-la-inflacion-en-los-servicios-no-da-tregua-al-bce.html

Saludos.

[saturno]

https://cincodias.elpais.com/opinion/2023-07-25/el-nuevo-gobierno-debe-dar-prioridad-a-las-viviendas-resilientes.html

Alucinante. ¿Quieren conseguir hacerles pagar las reformas energéticas diciéndoles que así disfrutarán de su tumba en vida hasta cumplir de centenarios ?

No sé como entender eso, Creo que es campaña subliminal para hacer pagar la reforma energética.
Vota que sí en la juntas de comunidades a las reformas y vivirás 20 años más para disfrutar de tu vivienda.

El saqueo ha comenzado, me parece. Ahora vendrán las "ayudas" sociales a pensionistas, recuperables post-mortem sobre la masa hereditaria   

Tan fresquitos.

[muyuu]

¿creéis que después de un poco de postureo y aspavientos llegará la Große Koalition?