PPCC: Pisitófilos Creditófagos. Veranito 2025

[Benzino Napaloni]

https://www.preferente.com/opinion/el-observador/pesimismo-para-2026-tras-acabar-el-efecto-descorche-345013.html

La crisis del turismo ya es oficial. Ya se reconoce abiertamente que 2024 ya tenía grietas, y que este año ha sido claramente de bajada.

Esto no supone un colapso ni mucho menos, el turismo en España salvo cisne negro va a seguir moviendo mucho dinero. Pero cuando lo apuestas todo al rojo y has entrado el último a la rueda, si bajan un poco las expectativas estás vendido. Es lo que está pasando.

Por no decir que el fin de las expectativas de forrarse rápido y fácil aleja a los especuladores y la rueda frena aún más rápido.

Ya veremos si es como decía Churchill, y aunque no sea el fin, ni el principio del fin, sí es el fin del principio.

[Cadavre Exquis]

https://x.com/Jongonzlz/status/1955583329786642716

https://www.elmundo.es/economia/vivienda/2025/08/13/689b35f6fdddffde1a8b45ac.html

https://www.elmundo.es/economia/2025/08/13/689b20b4e4d4d8f7348b45a8.html

Saludos.

[Cadavre Exquis]

https://x.com/JuanLuis_JG/status/1956265334417072497

Saludos.

[Derby]

https://www.bloomberg.com/opinion/articles/2025-08-19/trump-zelenskiy-meeting-gave-ukraine-a-reprieve-not-an-escape

Ukraine Got a Reprieve in Washington — Not an Escape

Trump thinking that Putin wants to make peace as a favor really is “crazy.”


Allies.Source: Bloomberg

In the 1963 war movie, The Great Escape, 76 prisoners make it out of their camp in what begins with hope and elation, but ends with all but a handful killed or recaptured. Monday’s meeting between the US and its worried Ukrainian and European allies felt a little like those first exhilarating moments of escape, as the meeting passed off better than anyone could have expected in the wake of Russia’s clear diplomatic win in Alaska.

There was no toxic throwdown between Donald Trump and Ukraine’s Volodymyr Zelenskiy. European leaders weren’t forced into some existential choice between blowing up the transatlantic alliance and agreeing to a peace deal that would spell disaster for Kyiv’s security and their own. Instead, the meeting produced commitments to work out security guarantees for Ukraine and to organize direct negotiations between Zelelnskiy and Russia’s Vladimir Putin.

These were genuine successes, especially given the alternative. But amid the sighs of relief, it’s important to take stock of where we stand on the path to a lasting settlement — and that remains a sobering prospect.

The main positive to come out of Washington’s circus of mutual flattery was Trump’s agreement to offer security guarantees as part of any settlement that Ukraine does eventually sign with Russia. This is the gateway requirement to any discussion of territorial concessions, and therefore of a settlement. That could not work without US participation and, until Monday, that had been far from given.

Trump says those guarantees will be strong, with “lots of protection” for Ukraine. What form they take has yet to be worked out, but ultimately this is about deterrence, so their effectiveness will depend on trust in a mercurial White House. Can Ukraine trust Trump to follow through on any commitment to come to its aid? More importantly, can Putin?

What the Kremlin believes is critical, because whether the guarantees consist of a “NATO-like” collective defense commitment, or the deployment of a European “coalition of the willing” force, or indeed both, Putin has to accept they would ruin any attempt to renew his invasion.

Creating a mechanism to inspire that kind of credibility will be hard to achieve. At root, it means Putin has to think that if he were to attack, there would be at least a significant risk of Ukraine’s Western allies entering the war directly. But why should he believe that, when Trump keeps saying this isn’t America’s war and has stopped paying for any US military sent to Kyiv? When he’s happy to blame Ukraine or the US for starting the war, but never Russia, which invaded a sovereign neighbor?

Perhaps most striking of all was a comment picked up by a hot mic, when Trump was speaking with French President Emmanuel Macron at the White House on Monday: “I think he wants to make a deal for me,” Trump said. “Do you understand? As crazy as it sounds.” That doesn’t just sound crazy — it is crazy.

Putin is engaged in what he sees as the restoration of Russia to its rightful place in history, a sacred duty that will secure his place in the pantheon of venerated Russian leaders, from Peter the Great to Josef Stalin. Reasserting Moscow’s control over Ukraine is essential to that project. He will not abandon the attempt as a favor to anybody. He will drop it only if it becomes evident he can’t succeed.

Ukrainians, Balts and Poles have understood this since the former Soviet Union collapsed. That’s why they banged down the door to join the North Atlantic Treaty Organization — not to join in a future attack on Russia, but to protect against being recolonized. Western European leaders took longer to understand, and Trump still hasn’t. He seems to still believe this is all about Trump — that with him as president, the war would never have started; that if only he were back in the White House, he would end it in 24 hours. And now that he’s there, if only he could sit down alone with Putin, he would get a deal. This is fantasy. It also makes the US president an easy mark for a former KGB handler.

This was so transparent in Alaska that even Fox News hosts grilled Trump’s team as to how they could be declaring victory when the president aimed to secure a ceasefire and returned without one.

I’ve said before that Trump shouldn’t be criticized for engaging with Putin, or for doing everything possible to find a way to end this extraordinarily bloody and dangerous war. But nothing that happened in Alaska or in Washington changes the fundamentals of the conflict. These are that Russia intends to annex as much of Southern and Eastern Ukraine as it can, and to ensure its control over the rest.

Putin believes he will eventually succeed. That’s in part because Ukraine is running short on manpower. It’s also, in part, because he doesn’t care how many Russians are killed to restore Moscow as the center of a great power, after what he has called the “tragedy” of Soviet collapse. But most importantly, it’s because he has profound contempt for Europe’s capacity to resist without US support, and Trump has made it abundantly clear that he wants out of the war.

Washington was a good save. It will be much more than that if it results in effective security guarantees and a face-to-face negotiation between Putin and Zelenskiy. Yet nobody should be under any illusions, least of all the White House: That there is no ceasefire represents a problem and a failure, because a full settlement remains distant. Putin will, in current conditions, agree only to a deal that furthers his twin goals of gaining control over Ukraine and forcing open a road to a wider sphere of Russian influence.

The reality remains that it requires determined, US-led pressure to persuade Putin he can’t succeed, allowing Ukraine and Europe to finally escape this war in a state of lasting security. Unfortunately, that kind of pressure remains a distant prospect.

[Cadavre Exquis]

https://www.diariovasco.com/gipuzkoa/crisis-vivienda-nuevos-demandantes-4000-etxebide-20250819200002-nt.html

https://lectura.kioskoymas.com/el-diario-vasco/20250819/page/3/textview

Donostia, la tercera capital en la que más salario hay que destinar al alquiler

Saludos.

[Derby]

https://www.elconfidencial.com/espana/2025-08-19/mallorca-turismo-masificacion-medios-internacionales-1qrt-1tna_4193558/

¿Turismo en crisis?
¿Declive del turismo en Mallorca? Medios internacionales coinciden en que la masificación "ya no se puede sostener"

La presión turística en Mallorca vuelve al centro del debate internacional. Medios europeos de gran influencia han lanzado advertencias sobre un modelo que, según sus reportajes, atraviesa un momento crítico

El peso del turismo en Mallorca, con más de trece millones de visitantes anuales frente a menos de un millón de residentes, no solo ha generado protestas contra la masificación por parte de la población local, sino que también ha despertado la atención de la prensa extranjera. La saturación y el impacto social se han convertido en argumentos recurrentes en diarios alemanes, británicos y franceses, lo que sitúa la imagen de la isla bajo una lupa global. El diario balear Última Hora ha recogido en un análisis cómo publicaciones como el medio alemán Der Spiegel alertan de que "todo sufre, simplemente hay demasiado y está demasiado lleno". También periódicos como el Frankfurter Allgemeine Zeitung y el Süddeutsche Zeitung han señalado que "Mallorca ya no ofrece la misma experiencia", poniendo el foco en la presión sobre el mercado de alquiler y en la pérdida de calidad ambiental.

Otros medios alemanes, como BILD Zeitung, han publicado que parte de los viajeros de su país han optado por dejar de elegir Mallorca debido a la masificación. La televisión germana, a través de canales como Tagesschau y ARD, ha llegado incluso a preguntarse si "se puede amar una isla hasta degradarla", mostrando testimonios de turistas que tras décadas de fidelidad han decidido no regresar. Por otra parte, el Mallorca Magazin (medio dirigido a residentes y turistas germanoparlantes en Mallorca) reflejó recientemente el malestar de turistas habituales que perciben una subida elevada de los precios y que aseguran que el año que viene elegirán otros destinos como Grecia.

La mirada internacional sobre Mallorca

La repercusión no se limita a Alemania. Tal como cita también Última Hora, en Reino Unido, la BBC y The Guardian han descrito el caso de Mallorca como "un ejemplo de las contradicciones del turismo masivo". Por su parte, el Daily Mail se ha hecho eco de historias de familias británicas que han empezado a valorar otros destinos menos saturados, y el Daily Express analizó el problema de los pisos turísticos ilegales en Baleares, que han contribuido a una presión desproporcionada.

También desde Francia han llegado advertencias: Le Monde subrayó que "la imagen de Mallorca como refugio natural y cultural está en riesgo". El debate refleja un cambio profundo en la percepción internacional: en los principales países de origen de los turistas que tradicionalmente visitan Baleares, cada vez son más los medios y ciudadanos que se toman en serio el impacto que tiene el turismo desmedido en la isla mallorquina, algo que se lleva debatiendo desde hace tiempo entre la población local.

[Derby]

https://x.com/great_martis/status/1957850134542447092

[Currobena]

https://x.com/great_martis/status/1957850134542447092

Parece que está pasando algo que todavía no sabemos. Hay rumores de algún cambio en el gobierno?

[senslev]

https://elpais.com/us/2025-08-19/curtis-yarvin-se-necesita-una-dictadura-corporativa-para-reemplazar-a-una-democracia-moribunda.html

Sin complejos.

[Asdrúbal el Bello]

¿Ataques especulativos contra el bono español?

[traspotin]

https://x.com/KobeissiLetter/status/1957789162683187525?t=jWxe0gqLw6UdM_230uw0IA&s=19

For the first time in history, a NEW home in the US costs $33,500 LESS than an EXISTING home, per Reventure.

Saludos

[pollo]

En cuanto bajen los tipos de interés tengo la sensación que habrá un boom. Aquí desde que empezaron a bajar en verano del 24 el desmadre ha sido total, en precio y en ventas. No tengo ninguna duda.

https://thehill.com/business/5458174-home-sales-rate-slowing-redfin/

Homes are selling at the slowest summer pace in a decade: Redfin

*In Florida, homes are sitting on the market for over 90 days in some cities
*High prices and elevated mortgage rates have cooled demand, boosting supply
*Affordable markets across the Midwest remain hot

High prices and economic uncertainty are keeping homes on the market longer, making last month the slowest July in a decade.

Pues yo creo que en cuanto haya una oficialización de cualquier crisis, se va todo a tomar viento. Eso, y que NHD.

[Cadavre Exquis]

https://x.com/KobeissiLetter/status/1957789162683187525?t=jWxe0gqLw6UdM_230uw0IA&s=19

For the first time in history, a NEW home in the US costs $33,500 LESS than an EXISTING home, per Reventure.

Saludos

https://x.com/KobeissiLetter/status/1957789162683187525

Saludos.

[Cadavre Exquis]

https://x.com/Econonecedad/status/1957908481740263516

Saludos.