General > Transición Estructural
PPCC: Pisitófilos Creditófagos. Verano 2023
sudden and sharp:
En un rato empieza el verano. Venimos de:
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PPCC - Pisitófilos Creditófagos - Otoño 2011
PPCC - Pisitófilos Creditófagos - Invierno 2012
PPCC - Pisitófilos Creditófagos - Primavera 2012
PPCC - Pisitófilos Creditófagos - Verano 2012
PPCC - Pisitófilos Creditófagos - Otoño 2012
PPCC - Pisitófilos Creditófagos - Invierno 2013
PPCC - Pisitófilos Creditófagos - Primavera 2013
PPCC - Pisitófilos Creditófagos - Verano 2013
PPCC - Pisitófilos Creditófagos - Otoño 2013
PPCC - Pisitófilos Creditófagos - INVIERNO 2014
PPCC - Pisitófilos Creditófagos - PRIMAVERA 2014
PPCC - Pisitófilos Creditófagos - VERANO 2014
PPCC - Pisitófilos Creditófagos - VERANO 2014
PPCC - Pisitófilos Creditófagos - Invierno 2014/2015
PPCC - Pisitófilos Creditófagos - Primavera 2015
PPCC - Pisitófilos Creditófagos - verano 2015
PPCC - Pisitófilos Creditófagos - Otoño 2015
PPCC - Pisitófilos Creditófagos - Invierno 2016
PPCC-Pisitófilos Creditófagos-Primavera 2016
PPCC-Pisitófilos Creditófagos - Verano 2016
PPCC-Pisitófilos Creditófagos - Otoño 2016
PPCC-Pisitófilos Creditófagos - Invierno 2017
PPCC-Pisitófilos Creditófagos - Primavera 2017
PPCC-Pisitófilos Creditófagos - Verano 2017
PPCC - Pisitófilos Creditófagos Otoño 2017
PPCC - Pisitófilos Creditófagos Invierno 2018
PPCC - Pisitófilos Creditófagos Primavera 2018
PPCC - Pisitófilos Creditófagos Verano 2018
PPCC - Pisitófilos Creditófagos Otoño 2018
PPCC - Pisitófilos Creditófagos Invierno 2018-2019
PPCC - Pisitófilos Creditófagos Primavera 2019
PPCC - Pisitófilos Creditófagos Verano 2019
PPCC: Pisitófilos Creditófagos. Otoño 2019
PPCC: Pisitófilos Creditófagos. Invierno 2019
PPCC: Pisitófilos Creditófagos. Primavera 2020
PPCC. PIsitófilos Creditófagos. Verano 2020
PPCC. PIsitófilos Creditófagos. Otoño 2020
PPCC: Pisitófilos Creditófagos. Invierno 2020/2021
PPCC - Pisitófilos Creditófagos - PRiMaVeRa 2021
PPCC - Pisitófilos Creditófagos - Verano 2021
PPCC-Pisitófilos Creditófagos-Otoño 2021
PPCC: Pisitófilos Creditófagos - Invierno 2021
PPCC: Pisitófilos Creditófagos. Primavera 2022
PPCC: Pisitófilos Creditófagos. Verano 2022
PPCC: Pisitófilos Creditófagos. Otoño 2022
[PPCC: Pisitófilos Creditófagos. Invierno 2022 - 2023
PPCC: Pisitófilos Creditófagos. Primavera 2023
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[ Sigan. ]
sudden and sharp:
España cuenta con 16.000 exportadores regulares más que en 2010 hasta totalizar 55.000
https://cincodias.elpais.com/economia/2023-06-20/espana-cuenta-con-16000-exportadores-regulares-mas-que-en-2010-hasta-totalizar-55000.html
Estados Unidos se convirtió en 2022 en el mayor inversor extranjero en España, seguido de Reino Unido y Alemania
--- Citar ---Este aumento de la inversión viene de la mano de la internacionalización de las empresas españolas. España ha experimentado un aumento en el número de empresas con negocios internacionales. Según los últimos datos del Ministerio de Industria, Comercio y Turismo recogidos en el Plan de Acción para la Internacionalización de la Economía Española 2021-2022, la cifra de empresas que exportan regularmente asciende a 55.000. Hace 13 años había 16.000 exportadores menos, es decir, desde 2010 el número de corporaciones internacionalizadas se ha incrementado prácticamente un 30%.
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asustadísimos:
[Las exclusiones de Bolsa de chicharros seminuevos se hacen porque el dueño de prácticamente todas las acciones o participaciones no encuentra primos que le compren sus papelitos, y se quiere quitar de encima, y 'a pedo de puta', a los pocos que los compraron y siguen —los pocos 'manos fuertes' que entraron, hace tiempo que se fueron—. Volvemos a lo de siempre: EN LOS FINALES DE FIESTA, JAMÁS HAY QUE CREERSE NI UNA SOLA OPERACIÓN, NI UNA SOLA.]
asustadísimos:
[¿Saben que se simulan exportaciones (IVA devengado cero) para obtener devoluciones de las cuotas de IVA soportadas?]
Lem:
UK core inflation coming hot.
notas varias, de https://www.telegraph.co.uk/business/2023/06/21/uk-inflation-rate-mortgages-live-ftse-100-markets-news
--- Citar ---Traders predict 50pc chance Bank of England raises rates by half point
Traders think there is a 50pc chance that the Bank of England will raise rates by 0.5 percentage points tomorrow.
They have fully priced in an increase in rates to 6pc by the end of the year.
Traders have also raised bets on further European Central Bank interest-rate hikes after the hotter-than-expected inflation data in the UK bolstered the case for more tightening.
Money markets are fully pricing in a 4pc terminal rate by October, with a quarter-point hike at next month’s meeting seen as almost a done deal, according to swaps tied to policy-meeting dates. The last time such a level was priced was in March.
ECB Executive Board member Isabel Schnabel that officials cannot afford to be complacent about inflation and should not worry about raising borrowing costs too far.
Goldman Sachs, UniCredit and BNP Paribas are among banks that have changed their outlook to forecast a 4pc terminal rate in the wake of the most recent quarter-point hike to 3.5pc.
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--- Citar ---Gilts hit new 15-year high
The amount the Government pays to borrow has surged after inflation proved more persistent than expected.
The interest rate for two-year gilts peaked at a fresh 15-year high of nearly 5.09pc, increasing by 14 basis points.
Gilts are essentially IOUs issued by the Treasury when it wants to borrow money.
Longer-term 10-year gilts also rose during the morning by nine basis points to 4.43pc.
It came as consumer prices index inflation remained at 8.7pc in May, unchanged from the month before. Experts had expected it to drop to 8.4pc.
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--- Citar ---NatWest becomes first lender to increase rates after inflation shock
NatWest has become the first lender to confirm it will increase its mortgage rates after today’s shock inflation data.
For new customers, it will increase its rate by 30 basis points on selected two-year and five-year deals for buyers and those remortgaging.
Its switcher rates for existing customers will jump by up to 75 basis points.
Customers will be able to submit applications online for existing deals until 10.30pm this evening.
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--- Citar ---Bank of England must 'create a recession,' says Hunt adviser
A member of Chancellor Jeremy Hunt’s economic advisory council has called for the Bank of England to “create a recession” to curb inflation.
JP Morgan’s Karen Ward told BBC Radio 4’s Today programme there are “certainly signs” that a price-wage spiral is emerging, which the Bank “has to nip in the bud”. She said:
--- Citar ---The difficulty for the Bank of England - I mean, no-one envies them their job at the moment - is they have to therefore create a recession.
They have to create uncertainty and frailty, because it’s only when companies feel nervous about the future that they will think ‘Well, maybe I won’t put through that price rise’, or workers, when they’re a little bit less confident about their job, think ‘Oh, I won’t push my boss for that higher pay’.
It’s that weakness in activity which eventually gets rid of inflation.
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Ms Ward also said the Bank of England has “been too hesitant” about raising interest rates.
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y https://twitter.com/richard_donnell/status/1671486202514374659
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Stress testing a new ball to kick in mortgage debate - table shows a quick analysis of income to rent v income to afford a 2% loan and the income to pass the stress at 7% - forced buyers to put down more equity or be on higher incomes than needed to afford the 2% rate
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(los nuevos stress tests se hacen al 8-8.5%)
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