PPCC: Pisitófilos Creditófagos. Veranito 2025

[Saturio]

https://cincodias.elpais.com/fondos-y-planes/2025-09-02/los-participes-en-pensiones-de-empleo-se-disparan-a-un-record-de-casi-3-millones-por-la-construccion-y-los-autonomos.html

Saludos.

Gracias a UGT, Comisiones y CEOE.
Esos si que son "leads" que valen la pena.

[Fomento Cemento]

BREAKING: The delinquency rate on Commercial Mortgage-Backed Securities (CMBS) for offices surged 62 basis points in August, to a record 11.7%.
 
This is now a full percentage point above the post-2008 peak of 10.7%.
 
Since December 2022, the CMBS delinquency rate has risen by over 10 percentage points.
 
Additionally, the delinquency rate for multifamily CMBS jumped 71 basis points, to 6.86%, the highest in 9 years.

As a result, the overall US CMBS delinquency rate rose 6 basis points, to 7.29%, the highest in at least 4 years.

The commercial real estate downturn is now unfolding faster than in 2008.



https://x.com/KobeissiLetter/status/1962975819619565580

[El_empecinado]

Ayer me llegó otra gráfica, parece de la misma fuente, con la morosidad de tarjetas de crédito también camino de máximos desde 2010.

Hola a todos, es mi primer post, aunque os llevo leyendo una década. Un día de estos me presento formalmente.