Autor Tema: Re:PPCC: Pisitófilos Creditófagos. Invierno 2025 (Leído 513399 veces)

CHOSEN · « **Respuesta #2625 en:** Febrero 24, 2025, 20:07:47 pm »

Cita de: Benzino Napaloni en Febrero 24, 2025, 16:31:04 pm

Aunque de vez en cuando los populistas cojan protagonismo porque lo fácil es buscar soluciones simples a problemas complejos.

La conquista de América y el imperio romano te parecen una solución simple ¿?

Es que parece que pensáis que la democracia inventó los hospitales, el comercio y los aeropuertos.
Yo no se que dedo miráis cuando os señalan la luna.
Que no he dicho que yo esté a favor de la dictadura.
Digo que os la vais a comer.
- OTRA VEZ -

Que bastante ridículo hizo el poder judicial que ni siquiera fue capaz de parar un estado de alarma de 3 meses!!! cuando hasta el último auxiliar del ayuntamiento más ridículo de los 8.000 que tenemos ha estudiado que en la Constitución pone que el máximo son 15 días.

El Gobierno aprobó el 14 de marzo de 2020 declarar el estado de alarma en todo el territorio español para afrontar la situación de emergencia sanitaria provocada por la COVID-19.
El estado de alarma se prorrogó hasta las 00:00 horas del día 21 de junio de 2020
https://administracion.gob.es/pag_Home/atencionCiudadana/Crisis-sanitaria-COVID-19.html

Pero vamos, que si.
Que la democracia hace crecer el pelo y que te cases con una modelo.

A lo que voy:
¿Vivienda de provisión pública? OK
¿Con que dinero?
¿Con el de Cataluña en Cataluña, con el de Galicia en Galicia, o con el de la UE en todos lados? ¿Vivienda privada comprada con dinero público?
Creo que deberíamos empezar a hablar de estas cosas toda vez que el dies ad quem ha llegado. Y vaya si ha llegado. Como que esta semana dos amigos míos se han metido a himbertir.

Ya hay que ser inocente para creer que se va a cerrar alguna suerte de _círculo virtuoso democrático_ sin que NADIE ahí fuera diga nada durante la que probablemente sea la mayor destrucción "de valor" de la historia (-SOLO HAY QUE VER LA BOLSA-), y algunos creyendo que nosequien va a dar nosequé de gratis porque la democracia mola que te cagas y somos la mejor generación de la historia y hemos inventado instagram y las vacunas.

Fase de negación.
La primera.
Anda que no nos queda.

Derby · « **Respuesta #2626 en:** Febrero 24, 2025, 20:12:24 pm »

https://www.bloomberg.com/news/articles/2025-02-24/dollar-s-faltering-path-echoes-2017-plunge-morgan-stanley-says

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Dollar’s Faltering Path Echoes 2017 Plunge, Morgan Stanley Says

Recommends euro, yen, sterling positions versus US currency
Trade policy, global growth to drag greenback this year: MS

A tractor trailer carrying products from Mexico in the primary cargo inspection lane at the Nogales-Mariposa port of entry on the US-Mexico border in Nogales, Arizona, on Feb. 21.Photographer: Rebecca Noble/Bloomberg

Factors that slammed the dollar at the start of Donald Trump’s first term are threatening the US currency again in 2025, according to Morgan Stanley.

A Bloomberg gauge of the dollar notched its worst year on record in 2017 following a post-election surge, dented by everything from US trade policy to European politics. A month into Trump’s second term, many of those catalysts are again looming over the dollar and could send the currency on a similar trajectory this year, argue Morgan Stanley strategists Andrew Watrous, Ariana Salvatore and Arunima Sinha.

“Why did the US dollar decline in 2017? Trade policy, global growth, and European politics contributed,” they wrote in a Monday report. “We think the dollar will decline this year for a number of the same reasons it fell in 2017.”

The dollar has whipsawed investors in recent months. The Bloomberg Dollar Spot Index rallied more than 4% between election day and the close of 2024 as investors bet that heavy tariffs under the new Trump administration would reignite inflation and drive up US bond yields.

That rally has gone into reverse this year, with the measure down 2% after capping its worst three-week stretch since September. Bloomberg’s dollar gauge ultimately fell 8% in 2017, though the Morgan Stanley team did not say how far they expect the currency to decline this year.

European politics are another potential weight on the dollar in the months ahead. One focal point is the aftermath of German elections, where the likelihood of a coalition between a Christian Democrat-led block and the Social Democrats could boost the euro, Morgan Stanley’s strategists said.

Analysts at Bank of America are similarly focused on the euro-dollar exchange rate, which they described in a Feb. 21 note as sitting at “the FX epicentre of US foreign policy uncertainty.”

They expect the euro to end the year at $1.10, saying that a good deal of positive news has been priced into the dollar side of the pair. The single currency recently traded around $1.0475.
Goldman Sachs strategists including Kamakshya Trivedi also see shades of 2017 in their dollar outlook. But the bank said the dollar could rebound if the US starts backing up its tariff talk with more concrete measures — a path the currency took in 2018.

“The parallels to today are clear, and the risk of a repeat is rising,” Trivedi and team wrote of the 2017 comparison in a Feb. 21 note. “However, there are also clear parallels between today and early 2018 — when the US announced new steel and aluminum tariffs, was engaged in testy trade negotiations with Canada and Mexico and preparing to raise tariffs on China.”

At Morgan Stanley, the strategists have recommended since January that investors hold three positions against the greenback in the spot market:

*Long euro targeting a roughly 3% move from current levels to 1.08 (with a stop at 1.02)
*Long yen targeting a roughly 3% move from current levels to 145 (with a stop at 156)
*Long pound targeting a roughly 0.5% move from current levels to 1.27 (with a stop at 1.23)

The bank’s tepid outlook for the US currency has stood out on Wall Street since the end of last year, when many firms were predicting continued dollar strength following Trump’s victory. The median forecast across sell-side strategists for the euro by the middle of the 2025 remains $1.02, the yen 152 per dollar, and the pound $1.24, according to Bloomberg data.

Cadavre Exquis · « **Respuesta #2627 en:** Febrero 24, 2025, 20:43:36 pm »

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Apple Announces $500 Billion US Investment Plan, To Hire 20,000 People
Posted by msmash on Monday February 24, 2025 @09:01AM from the breaking-news dept.

Apple said it planned to hire an additional 20,000 staff in the US over the next four years as part of a $500 billion American investment plan. Financial Times:
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The $500 billion figure [non-paywalled source], spread over Trump's second term in office, includes regular spending on thousands of US suppliers, data centres and corporate facilities, as well as new initiatives such as an academy in Michigan "to train the next generation of US manufacturers." Apple will also open a manufacturing facility in Houston to build servers that can support its artificial intelligence ambitions.
President Trump "implied that the iPhone maker is investing locally because it does not want to pay tariffs," reports Bloomberg. They add pointedly that Apple "didn't say whether the new investments were already underway before Trump's win."

Saludos.

Cadavre Exquis · « **Respuesta #2628 en:** Febrero 24, 2025, 20:45:52 pm »

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AI Reshapes Corporate Workforce as Companies Halt Traditional Hiring
Posted by msmash on Monday February 24, 2025 @02:10PM from the closer-look dept.

Major corporations are reshaping their workforces around AI with Salesforce announcing it will not hire software engineers in 2025 and other companies laying off thousands while shifting focus to AI-specific roles. Duolingo has laid off thousands after implementing ChatGPT-4, UPS cut 4,000 jobs in its largest layoff in 116 years, and IBM paused hiring for back-office and HR positions that AI can now handle.

Amazon is redirecting staff from Alexa to AI areas, while Intuit is laying off 10% of its non-AI workforce. Cisco plans to cut 7% of employees in its second round of job cuts this year as it prioritizes AI and cybersecurity. Salesforce reports its AI platform is boosting software engineering productivity by 30%. SAP is restructuring 8,000 positions to focus on AI-driven business areas. The trend extends globally, with Microsoft relocating thousands during an "exodus" from China, while entry-level jobs on Wall Street are becoming obsolete.

A study found that 3 out of 10 companies replaced workers with AI last year, with over one-third of firms using AI likely to automate more roles in 2025. Job listings at large privately-held AI companies have dropped 14.2% over six months, JP Morgan wrote in a note seen by Slashdot. The transformation is creating new opportunities, with rising demand for AI skills in job postings. A survey of more than 1,200 users found nearly two-thirds of young professionals use AI tools at work, with 93% not worried about job threats, as business leaders view Generation Z's digital skills as beneficial for leveraging AI.

Saludos.

sudden and sharp · « **Respuesta #2629 en:** Febrero 24, 2025, 21:10:53 pm »

Cita de: CHOSEN en Febrero 24, 2025, 20:07:47 pm

[...] Ya hay que ser inocente para creer que se va a cerrar alguna suerte de _círculo virtuoso democrático_ sin que NADIE ahí fuera diga nada durante la que probablemente sea la mayor destrucción "de valor" de la historia (-SOLO HAY QUE VER LA BOLSA-), y algunos creyendo que nosequien va a dar nosequé de gratis porque la democracia mola que te cagas y somos la mejor generación de la historia y hemos inventado instagram y las vacunas.

Valor... ¿Bolsa? Ibas bien hasta ahí. (Mídelo en trigo, o equivalente, mejor.)