PPCC: Pisitófilos Creditófagos. Otoño 2023

[Cadavre Exquis]

https://cincodias.elpais.com/opinion/2023-10-04/desglobalizacion-bajara-la-desigualdad-y-aumentara-la-pobreza.html

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/opinion/2023-10-04/argentina-un-huracan-dificil-de-parar.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/opinion/noticias/12475516/10/23/golpe-fiscal-a-la-clase-media.html

https://www.eleconomista.es/economia/noticias/12475468/10/23/moncloa-pone-en-el-punto-de-mira-la-tributacion-conjunta-la-mayor-deduccion-del-irpf.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/telecomunicaciones/noticias/12475565/10/23/saudi-telecom-preve-notificar-esta-semana-al-gobierno-su-ofensiva-en-telefonica.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/motor/noticias/12475332/10/23/los-coches-chinos-ya-copan-un-38-de-las-ventas-en-espana-casi-tres-puntos-mas-que-en-2022.html

https://www.eleconomista.es/motor/noticias/12474974/10/23/europa-ya-estudia-formalmente-imponer-aranceles-a-los-coches-electricos-importados-desde-china.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/industria/noticias/12475076/10/23/arcelor-mittal-acuerda-un-nuevo-erte-afectara-a-7000-empleados-y-garantiza-el-90-del-salario-bruto.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/vivienda-inmobiliario/noticias/12474401/10/23/el-ayuntamiento-de-madrid-tomas-las-riendas-de-la-reforma-de-azca-para-desbloquear-el-proyecto-.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/mercados-cotizaciones/noticias/12473905/10/23/la-rentabilidad-de-los-bonos-no-frena-el-interes-del-aleman-alcanza-el-3-por-primera-vez-en-mas-de-una-decada.html

Saludos.

[Cadavre Exquis]

https://www.pressreader.com/spain/el-economista/20231005/page/26/textview

La AIReF avisa de un efecto menor de lo previsto de los ‘NextGen’ en el PIB

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12474905/10/23/guindos-advierte-de-que-demorar-la-retirada-de-ayudas-haria-peligrar-la-meta-de-inflacion-del-bce.html

https://www.pressreader.com/spain/el-economista/20231005/page/27/textview

El impacto de la subida de los tipos sobre la economía española restará más de dos puntos

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12475128/10/23/la-economia-en-la-eurozona-sigue-en-contraccion-con-la-mayor-caida-de-la-demanda-en-tres-anos.html

Saludos.

[Cadavre Exquis]

https://www.pressreader.com/spain/el-economista/20231005/page/30/textview

La subida de tipos hunde un 22% las tasaciones hipotecarias

El precio de la inmuebles de segunda mano crece un 7%

La compra absorbe el 39% de los ingresos

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/legal/noticias/12475522/10/23/ultima-llamada-a-los-patrimonios-espanoles-para-cruzar-a-portugal-tras-anunciar-la-eliminacion-de-su-ley-beckham.html

https://www.pressreader.com/spain/el-economista/20231005/page/31/textview

Regreso de los que se marcharon por la amnistía fiscal

Saludos.

[Derby]

https://www.bloomberg.com/news/articles/2023-10-05/only-a-stocks-crash-can-rescue-bonds-for-barclays-as-fed-won-t

Only a Stocks Crash Can Rescue the Bond Market, Barclays Says

Fed will remain net seller of Treasuries, term premium to rise
Japanese investors may favor domestic bonds as yields increase

Global bonds are doomed to keep falling unless a sustained slump in equities revives the appeal of fixed-income assets, according to Barclays Plc.

“There is no magic level of yields that, when reached, will automatically draw in enough buyers to spark a sustained bond rally,” analysts led by Ajay Rajadhyaksha wrote in a note. “In the short term, we can think of one scenario where bonds rally materially. If risk assets fall sharply in the coming weeks.”(...)

https://www.bloomberg.com/news/articles/2023-10-04/long-bonds-historic-46-meltdown-rivals-burst-of-dot-com-bubble

Long Bonds’ Historic 46% Meltdown Rivals Burst of Dot-Com Bubble

Duration exposure fuels painful losses for long-end investors
Thirty-year yields hit 5% Wednesday for first time since 2007

Losses on longer-dated Treasuries are beginning to rival some of the most notorious market meltdowns in US history.

Bonds maturing in 10 years or more have slumped 46% since peaking in March 2020, according to data compiled by Bloomberg. That’s just shy of the 49% plunge in US stocks in the aftermath of the dot-com bust at the turn of the century. The rout in 30-year bonds has been even worse, tumbling 53%, nearing the 57% slump in equities during the depths of the financial crisis.

The extent of the losses is a stark reminder of the risk that comes with piling into longer-dated bonds, where prices are the most sensitive to changes in interest rates. That was part of the appeal of the securities as the Federal Reserve spent the better part of a decade cutting borrowing costs to near zero.(...)

[gregorsamesa]

https://www.eleconomista.es/economia/noticias/12475468/10/23/moncloa-pone-en-el-punto-de-mira-la-tributacion-conjunta-la-mayor-deduccion-del-irpf.html

Saludos.

Trabajad, trabajad, que el trabajo os hará libres (PSOE et alii trademark)