PPCC: Pisitófilos Creditófagos. Veranito 2025

[Cadavre Exquis]

https://www.expansion.com/economia/2025/07/30/688a2eabe5fdeaa80e8b45ab.html

https://www.pressreader.com/spain/expansion-nacional/20250731/page/24/textview

Macrón critica la debilidad de la UE frente a Trump

https://www.pressreader.com/spain/expansion-nacional/20250731/page/25/textview

La economía de EEUU vuelve a crecer por el desplome de las importaciones

Trump amenaza con más aranceles a India si no corta sus lazos con Rusia

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/financial-times/2025/07/30/688a1d49e5fdea374a8b4586.html

https://www.pressreader.com/spain/expansion-nacional/20250731/page/26/textview

España y diez países de la UE exigen medidas para defender el acero

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/financial-times/2025/07/30/688a459ae5fdea32258b4596.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/expansion-empleo/empleo/2025/07/30/6887accf468aebdc388b457b.html

Saludos.

[Cadavre Exquis]

https://www.pressreader.com/spain/expansion-nacional/20250731/page/42/textview

Las empresas de Wall Street se blindan ante los tiroteos

Saludos.

[Derby]

https://www.baha.com/Kremlin-BRICS-does-not-respond-to-threats/news/details/64566278?internal=1

Kremlin: BRICS does not respond to threats

Kremlin spokesperson Dmitry Peskov commented on Thursday on threats issued by United States President Donald Trump to BRICS, an organization including Brazil, Russia, India, China, South Africa, Egypt, Ethiopia, Indonesia, Iran and the United Arab Emirates. Trump claimed the group has "anti-American policies" and said he will impose tariffs on it and its allies, with Peskov replying that BRICS "does not respond to threats" and is not aligned against any country.

Peskov told reporters that trade between Russia and the US is "close to zero" as US companies are still not returning after leaving when Russia invaded Ukraine in 2022. However, he pointed out that "cooperation with Russian businessmen" would be beneficial to the US economy.

[Derby]

https://www.bloomberg.com/news/articles/2025-07-31/australia-s-home-prices-climb-further-as-rental-growth-refuels

Australia’s Home Prices Climb Further as Rental Growth Refuels


Houses in Sydney. Photographer: Brent Lewin/Bloomberg

Australian home prices climbed for a sixth straight month with every major city reporting gains, while signs of resurgent rents are set to stretch the budgets of households in this segment.
The Home Value Index advanced 0.6% in July, property consultancy Cotality said in a statement on Friday. Darwin was once again the top gainer, climbing 2.2%, while the bellwether Sydney market rose by 0.6%

“The outlook for housing values remains positive,” Cotality said in its report. “We expect values to continue posting a broad-based but modest rise through the rest of the year, supported by an outlook for lower interest rates, improving sentiment and short housing supply.”

Money markets are pricing a rate cut at the Reserve Bank’s meeting this month as almost certain after inflation data two days ago showed an across-the-board cooling of price pressures. Still, Cotality highlighted affordability constraints and lingering uncertainty as constraints to a more rapid uptick in property prices.

On the flip side, a persistent lack of supply is supporting home prices alongside expectations of further rate cuts.

In the past three months, national house values have risen by 1.9%, adding approximately A$16,700 ($10,800) to the median value. Data to March show the national dwelling value to household income ratio, at 7.9, is just shy of record highs, according to the report.

Rental vacancy rates are also holding close to historic lows, at 1.7% nationally in July, Cotality said, adding there has been some evidence of quickening growth trends.

“The reacceleration in rental growth is clearly bad news for renters, where the median income household would already need around a third of their pre-tax income to pay rent,” said Tim Lawless, research director for Cotality, formerly CoreLogic Inc.

“Renting households have historically skewed to younger, lower-income cohorts, so no doubt the sting of high rents is having an even more acute impact on household budgets.”

[AbiertoPorDemolicion]

Encuesta de Gasto Turístico (EGATUR) - Mayo 2025. Datos provisionales
Instituto Nacional de Estadística
Enlace a esta nota de prensa: https://www.ine.es/dyngs/Prensa/EGATUR0525.htm
2 de julio de 2025

Encuesta de Gasto Turístico (EGATUR)
Mayo 2025. Datos provisionales
Principales resultados
- El gasto total de los turistas internacionales que visitaron España en mayo aumentó un 4,9% y alcanzó los 12.254 millones de euros.
- El gasto medio diario se incrementó un 1,9%, hasta 209 euros.

Si el turismo va tan mal, ¿Quién se está quedando con los 12.254 millones de euros y con el gasto medio diario de 209 euros?

[Derby]

https://www.bloomberg.com/news/articles/2025-07-31/china-home-sales-slump-deepens-as-falling-prices-deter-buyers

China Home Sales Slump Deepens as Falling Prices Deter Buyers


Residential buildings in Kunming, China. Photographer: Qilai Shen/Bloomberg

China’s home sales extended their slump in July as declining prices failed to attract buyers, buttressing speculation about fresh measures to support the market.

The value of new-home sales by the 100 largest property companies dropped 24% from a year earlier to 211.2 billion yuan ($29.3 billion), according to preliminary data
from China Real Estate Information Corp. Sales plunged 38% from 339 billion yuan in June, Bloomberg calculations show.

China’s residential slump has dragged on for more than four years, with prices of new homes sliding the most in eight months in June. The worsening decline signals the effects of a stimulus blitz last September are wearing off, and adds to concerns of deflation in Asia’s largest economy.

“The property sector is still in deep trouble,” Lu Ting, chief China economist at Nomura Holdings Inc., wrote in a recent note.

Calls for further policy support for the residential market have grown louder as the slump drags on. The Communist Party’s decision-making Politburo refrained from property stimulus measures at a meeting this week after the Chinese economy held up surprisingly well in the face of US tariffs.

At the meeting, China vowed to continue “carrying out urban renewal projects in a high-quality manner,” echoing directives from a high-level work conference on urban planning earlier in the month.

The July Politburo meeting usually discusses policymaking for the remainder of 2025. But it didn’t repeat a vow to “stop the decline” in the property market, which has become a key phrase used since the 24-member group made the pledge last September.

The lack of a pledge for the housing sector signals there is “no urgency for property easing,” Larry Hu, chief China economist at Macquarie Group Ltd., wrote in a Wednesday note.

Even if China’s housing market picks up, the long-term outlook remains grim. Demand for new homes in cities is expected to stay at 75% below its 2017 peak in the coming years, due in part to a shrinking population, Goldman Sachs Group Inc. has estimated.

[senslev]

¿2030? ¡2025!

o 2026 

5 meses.

[Derby]

https://www.bloomberg.com/opinion/articles/2025-07-31/digital-euro-everyone-who-uses-money-needs-tech-forward-currency

Who Needs a Digital Euro? Everyone Who Uses Money

The European Central Bank is rightly working to future-proof government-issued currency.

Consider the humble bank note. Wrinkled and torn as it may be, it’s the only government-issued legal tender — the only direct obligation of a central bank — to which most people have access. It’s foundational to the many forms of private money, such as bank deposits and Venmo balances, that now dominate daily commerce. Their value ultimately depends on the ability, if necessary, to convert them into cold, hard cash.

What to do, then, when finance goes digital? The European Central Bank is aiming to be among the first of its peers to fully address the question. It’s an experiment worth watching closely.

For several years, the ECB has been preparing to issue what it calls the digital euro. Like a bank note, it would be central bank money, transferable by its holder to anyone at will, with no verification of sufficient funds required. Unlike a bank note, it could reside on a smartphone and travel like a text message, reaching Budapest from Brussels in an instant. If the European Parliament approves, the first transactions could happen before the end of the decade.

Europeans might reasonably ask why they need such an innovation. After all, they’ve long been able to send bank deposits to one another in a matter of seconds. They can buy everything from clothes to ice cream using the likes of Visa and Mastercard. The ECB estimates that such cards accounted for 45% of point-of-sale purchases (by value) in 2024. Cash accounted for 39%, down from 54% in 2016, as an increasing share of companies chose not to bother with it.



So why not just let private money take over? Attractive as the idea sounds, it presents serious risks. Deposits are obligations of banks, which may be too fragile to be reliable stewards of the currency — as the runs on Silicon Valley Bank in 2023 and Greek banks in the 2010s amply demonstrated. Relying on US-headquartered institutions such as Visa Inc. and Mastercard Inc. may present legal or political risks. If people struggled to use private euros and couldn’t get their hands on euros issued by the central bank, they could lose confidence in the currency. If they turned to alternatives such as dollar-denominated stablecoins, the ECB could lose control over monetary policy in the euro area.

By contrast, the mere existence of a central-bank digital currency — exchangeable for private money — would be stabilizing, even if hardly anyone used it. Beyond that, it would have many potential advantages. It could allow for emergency transfers to the vulnerable during crises like the Covid-19 pandemic. If connected to other central-bank digital currencies, it could significantly reduce the cost and complication of cross-border payments, including remittances.

Granted, it entails risks of its own. If it became too popular, it could put banks out of business or give government officials too much power to monitor and even control transactions. Yet such issues should be addressable. As currently conceived, the digital euro will have individual holding limits and pay no interest. Users will access it through banks or other providers, with stricter privacy-protection standards than existing payment apps. Offline transactions will provide a level of anonymity very close to cash.

The challenge for the ECB will be to strike the right balance, making the digital euro — like the physical one — ubiquitous but not so dominant that it crowds out private money. It will also need to do more to gain the trust of potential users.

Getting such details right won’t be easy, but it should be worth the effort. Much better to have a government-issued digital currency and not need it than to need one and not have it.

[Manu Oquendo]

Tras el Show de Von der Leyen aceptando el saqueo de Trump ¿quién puede sentirse orgulloso de pertenecer a un espacio colonial regido por deficientes mentales corruptos al servicio de un matón cuya única virtud es que trabaja a destajo para llevar a su país toda la pasta posible de quien se lo permita?

El resto del mundo se tiene que estar descojonando de nosotros. Hemos entrado en modo barrena porque nada puede sobrevivir a esta vergüenza.

[Saturio]

https://www.expansion.com/expansion-empleo/empleo/2025/07/30/6887accf468aebdc388b457b.html

Saludos.

Qué cantidad de gilipolleces.

[conejo]

¿2030? ¡2025!

 

[conejo]

https://youtu.be/CZ2EYzDHsVU?si=MubzrfDXeO43Ugbh&utm_source=MTQxZ

Resumen de Gemini:

En este video, el coronel retirado Lawrence Wilkerson analiza el panorama geopolítico actual, centrándose en lo que él percibe como un cerco de Rusia y China por parte de Occidente, liderado por Estados Unidos [01:20]. Sostiene que la actual administración estadounidense ignora el desplazamiento del poder global hacia el este, describiendo a EE. UU. como un "imperio" y un "estado capitalista depredador" [02:00].

Wilkerson afirma que Estados Unidos ya no ve a otras naciones como competidores estratégicos, sino como adversarios, impulsado por un "miedo incoherente" a China [03:51]. Destaca la creación de un "arco de crisis" desde el Ártico hasta el Golfo Pérsico, diseñado para obstaculizar la Iniciativa de la Franja y la Ruta de China [05:08]. Traza paralelismos con la Guerra Fría, recordando un mapa que el mariscal soviético Akhromeyev le mostró al almirante Crowe, que ilustraba el cerco de la Unión Soviética por bases militares de EE. UU. y sus aliados [07:05].

Wilkerson critica al Pentágono por engañar a los legisladores estadounidenses sobre las capacidades militares, especialmente en un posible conflicto en el Mar de China Meridional, donde cree que China prevalecería rápidamente debido a su superior base industrial [09:09]. Lamenta que Estados Unidos, a través de sus acciones, haya empujado a Rusia y China a una alianza más estrecha, un hecho que, según él, horrorizaría a estrategas del pasado [11:29].

El coronel expresa una profunda preocupación de que EE. UU., ante una derrota convencional, pueda recurrir a las armas nucleares, enfatizando que fue el primer país en usarlas y podría ser el último [12:07]. Analiza cómo EE. UU. ignora las preocupaciones de seguridad de sus adversarios, como el temor histórico de Rusia al cerco o el impulso de Irán por desarrollar armas nucleares debido a las amenazas percibidas [14:56].

También afirma que el OIEA y otros organismos de supervisión están infiltrados por agencias de inteligencia de EE. UU., Israel y el Reino Unido, y que EE. UU. ha manipulado activamente la política europea para fomentar un sentimiento pro-OTAN [29:15]. Wilkerson concluye sugiriendo que el imperio estadounidense está "roto" y que su dependencia del poder militar y las sanciones es insostenible [33:25]. Cree que otras naciones, como el Brasil de Lula, están buscando caminos alternativos debido a la falta de fiabilidad de EE. UU. [51:10].

El video termina con una dura advertencia sobre el creciente peligro de un mundo sin tratados nucleares y el potencial de un conflicto nuclear [43:43].