PPCC: Pisitófilos Creditófagos. Primavera 2026

[CHOSEN]

Buen listado.

[newclo]

Buen listado.

Las fichas ?
Mutxo teksto, bro. magobio

Para los que lo hayan leído y comprendido o, incluso, para quienes lo hayan escrito:

1.) ¿Cuándo creen que volveremos a tener los precios equivalentes a 2012-2014? o de otra manera "momento bueno de comprar para vivir, que no ganarás pero tampoco perderás mucho"

2.) ¿Cuándo se llegará al punto más bajo ?

3.) ¿Y al de equilibrio ?

Es que está muy bien sacar arrugas en la frente pero también hay que vivir.

A ver si consigo alguna buena respuesta; sino lo intentaré modo encuesta o tipo tipo test, que es más fácil de responder.

Y no pasa nada si nos equivocamos con las fechas... sería sólo otra más

Y ojo ! que sí que está la estafa en la boca y mente de todos..... pero con eso no vale

[Derby]

https://living.insidehousing.co.uk/home/duke-of-westminsters-property-company-slumps-to-first-loss-since-2008-96945

Duke of Westminster’s property company slumps to first loss since 2008

The Duke of Westminster’s property company has slumped to its first underlying loss since 2008 after its North American business underperformed.


https://omghcontent.affino.com/AcuCustom/Sitename/DAM/270/DUKE-OF-WESTMINSTER-GROSVENOR-HART-2-29-MAY-20251_MainIH.jpg

Grosvenor, which owns £7.7bn of property, including large parts of Mayfair and Belgravia in central London, recorded a £49.5m post-tax loss in the year to December 2025, compared to a £14.8m profit the year before.

The business wrote down the value of several build-to-rent developments in Vancouver. James Raynor, chief executive of Grosvenor’s property arm, said rising interest rates and construction costs, as well as weakening demand from tenants, had affected valuations.

Mr Raynor added that the value of Grosvenor’s property in the US had been hit by “anti-office sentiment”. The company said it would continue to sell properties in the US over the next three to five years. The proceeds will be funnelled to global joint ventures across student housing, build-to-rent and logistics.

By contrast, Grosvenor’s UK business delivered record revenue profit of £69.2m, up from £51.8m in 2024. The main driver was rental growth from successful leasing and void mitigation.

Grosvenor also provided an update on its for-profit affordable housing provider, Grosvenor Hart Homes, which marked its first full year of operation in September 2025.

The for-profit aims to provide affordable housing with co-ordinated support across employment, mental health and well-being. It operates 69 homes across two sites in Chester and Ellesmere Port with services including family support, mental health and well-being support, job brokerage, employability training, and a business incubator programme.

Tenants reported 100% satisfaction, and 44% were supported into employment. Grosvenor’s aim is to scale the model across the North West to 700 homes.

Meanwhile Mark Preston, executive trustee of Grosvenor, attacked the UK government for floating the idea of a private rent freeze, saying ministers failed to grasp “basic economics”.

Mr Preston told The Telegraph that “interfering” with housing demand will further constrain supply and push rents and values higher, deepening the problems the interventions were intended to solve.

He said: “I don’t understand why that simple, basic economics is not understood better by all forms and colours of government.

“Until they focus on supply – and that means un-gumming the planning system, improving the supply chain, looking at different ways of procurement and also potentially getting involved in housing construction, centrally or locally – this problem isn’t going to go away.”

The Grosvenor chief said that it was not the job of private house builders to solve the country’s housing problem, and that the only periods in which sufficient homes had been built were when central or local governments had taken on construction directly.

Mr Raynor added: “Real estate is an incredibly important sector for the UK economy.

“It is a massive catalyst for growth and growth potential, and it might be more sensible if we encouraged an environment where you felt you wanted to invest in this area to enhance that growth, rather than make people worried about it.”

Grosvenor’s Mayfair estate includes 700 affordable homes, all let to housing association Peabody, and 500 market rent homes.

In 2025, Grosvenor sold a slice of its Mayfair portfolio to Norway’s sovereign wealth fund for £306m. Some of that money has been used to redevelop Grosvenor Square and construct South Molton, a new mixed-use development in the West End that will be completed next summer.

Last summer, Inside Housing visited the South Molton project, which includes the conversion of an 18th century street into 11 new affordable homes.

[Derby]

https://www.cnbc.com/2026/05/12/cpi-inflation-april-2026-.html

Consumer prices rose 3.8% annually in April, the highest since May 2023

Key Points

*The consumer price index rose at a seasonally adjusted 0.6% for the month, putting the one-year pace at 3.8%, the highest since May 2023.
*Excluding food and energy, the core CPI increased 0.4% and 2.8%, respectively, keeping inflation well above the Federal Reserve’s 2% goal.
*Though energy and in particular gasoline has been much of the headline story, inflation pressures also came from a variety of other areas.
*The report also contained bad news for workers, as real average hourly wages slipped 0.5% for the month and fell 0.3% annually.

Prices that consumers pay for a wide range of goods and services increased at a faster-than-expected pace in April, as another burst in energy prices raised further concerns about inflation’s impact on the U.S. economy.

The consumer price index rose at a seasonally adjusted 0.6% for the month, putting the one-year pace at 3.8%, the Bureau of Labor Statistics reported Tuesday. The monthly rate was as forecast, but the annual rate was 0.1 percentage point above the Dow Jones consensus.

Excluding food and energy, the core CPI increased 0.4% and 2.8%, respectively, keeping inflation well above the Federal Reserve’s 2% goal as the monthly rate was the highest since January 2025. Fed officials consider core a better indicator of longer-term inflation trends.

The annual headline inflation rate was the highest since May 2023 and was up half a percentage point from March. Core inflation rose 0.2 percentage point annually.



Energy prices, which jumped 3.8%, accounted for more than 40% of the headline gain, while food prices also climbed 0.5%. For energy, that put the 12-month gain at 17.9%, while food was up 3.2%. The gasoline index increased 28.4% annually. Food at home prices increased 0.7%, the biggest monthly gain since August 2022.

Though energy and in particular gasoline has been much of the headline story, inflation pressures also came from a variety of other areas.

Shelter costs rose 0.6% after easing in prior months, indicating that inflation is a problem beyond the Iran war impacts. The tariff-sensitive apparel category increased 0.6% and airline fares accelerated 2.8%, putting the 12-month gain at 20.7%. Tariffs also seemed to hit other areas, with household furnishings and operations up 0.7%.

New vehicle prices fell 0.2% while the index for used cars and trucks was flat. Medical care costs decreased 0.1% and hospital services were down 0.3%. Health insurance also declined 0.4%, while motor vehicle insurance increased 0.1%.



The report also contained bad news for workers, as real average hourly wages slipped 0.5% for the month and fell 0.3% annually.

Stock market futures were negative following the report while Treasury yields were higher. Traders also raised the odds for a Fed rate hike by the end of the year to about 30%, according to CME Group data.

“Inflation is the key drag on the U.S. economy now,” said Heather Long, chief economist at Navy Federal Credit Union. “This is hurting Americans. There is a real financial squeeze underway. For the first time in three years, inflation is eating up all wage gains. This is a setback for middle-class and lower-income households and they know it.”

The latest inflation news comes at a crossroads for the Fed, which has kept its benchmark interest rate steady all year amid misgivings among policymakers both on where the central bank should be heading and how it should communicate its intentions.

In late April, the Fed voted again to hold but saw four dissents, the highest since 1992. Fed Governor Stephen Miran again voted no in favor of a quarter percentage point cut, while three regional presidents objected to language that markets read as an indicator that the next move will be a cut.

At the same time, incoming Chair Kevin Warsh has advocated for lower rates, a position that will be difficult to square with the burst of inflation since the fighting in Iran began. Energy prices have surged, with oil running above $100 a barrel and gasoline averaging $4.50 a gallon nationally, according to AAA.

“Given that inflation is heading in the wrong direction and the labor market is holding up, it’s very unlikely that the Fed will be able to lower interest rates any time soon and it’s possible that we may start pricing in rate hikes for next year,” said Chris Zaccarelli, chief investment officer at Northlight Asset Management.

Amid the higher rates, consumer sentiment has hit all-time lows though the stock market has been resilient. Major averages are just off their all-time highs as corporate America is nearing the end of a strong earnings season.

Consumer spending also has held up, though it’s largely been pushed by higher-income earners and the general trend higher in prices. The Atlanta Fed’s GDPNow tracker of incoming economic data is pointing toward economic growth of 3.7% in the second quarter, though on a limited set of data for the period.

“The good news is that the economy looks resilient to this price shock so far,” said James McCann, senior economist for investment strategy at Edward Jones. “Many consumers have benefited from tax refunds this year, hiring has picked up from near stagnant rates in 2025 and businesses are generating robust profit growth. There are limits to these buffers, but we expect, they should provide some reassurance that the economy can weather this shock.”

Correction: The Federal Reserve voted to stay on hold in April. An earlier version misstated the month.

[Derby]

https://www.cityam.com/cabinet-minister-doesnt-confirm-starmer-will-stay-on-as-pm/

‘Bond market meltdown’: UK borrowing costs highest since 1998 as Starmer fights for survival

Warnings of a “bond market meltdown” flashed through the City on Tuesday after government borrowing costs soared as pressure mounted on Sir Keir Starmer’s future in Downing Street.

For weeks, City investors have been on high alert as fears mounted that a mass rebellion would be triggered after devastating local election results.

Traders fear the worst scenarios may be coming to pass as gilt yields spiked on Tuesday morning, with 30-year gilt yield surging as much as 13 basis points to a fresh 28-year high above 5.8 per cent.

The 10-year yield also rose ten basis points before dropping slightly as some Cabinet ministers defended Starmer.

Pressure on the bond market has also intensified this week following the latest hopes of peace in the Middle East fading, sending the price of oil higher.

Kathleen Brooks, research director at XTB, said: “There is an upward bias for bond yields anyway, and the UK yields are facing a double whammy of an energy price spike and a political crisis. The risk is that we get a bond market meltdown in the UK in the coming days.”

Brooks added: “In the past, Rachel Reeves has been seen as vital to the stability of the UK’s bond market because she introduced the ‘iron clad fiscal rules’ to bring down the UK’s debt levels and finance day-to-day spending with tax take.”

Starmer pressure puts question on Reeves

The Chancellor pulled out of an event in the City of London this morning where she was expected to be interviewed by the Lady Mayor. Treasury minister Lucy Rigby is understood to be taking her place.

A new Oxford Economics report suggested that while short-term gilt yields could ease if a peace deal is brokered, long-term gilt yields would remain high in the event of a Labour leadership contest.

“Even if short-end pressures fade, the long end is likely to remain elevated, causing the curve to steepen,” economists said.

“Term premia could rise further because fiscal slippage looks more likely, either via Prime Minister Keir Starmer’s attempts to regain popularity, or more likely from a successor implementing more costly leftwing economic policies. If Starmer sets out a timetable to stand down, the uncertainty premium will persist.”

This morning, the Prime Minister’s chief secretary and one of his closest allies refused to confirm whether Sir Keir Starmer will be the one leading the Labour Party into the next election, just minutes before markets opened.

Cabinet minister Darren Jones said: “Obviously colleagues are asking the prime minister to consider different options in the future, and as I say, he rightfully is listening to them.

“It would be wrong if he wasn’t listening to them.”

When asked directly whether Starmer will still be in Number 10 come the next election, Jones said: “I’m not going to get ahead of any decision that the Prime Minister may or may not make.”

Jones’ comments mark a major tone shift from Starmer, who has pledged he would not “walk away” and set his sights on a decade of government over the weekend.(...)

[Derby]

https://www.morningbrew.com/stories/its-spring-but-nobody-is-buying-houses

It’s spring but nobody is buying houses

Despite high expectations, the housing market was stagnant in April

If you noticed a realtor looking particularly despondent at a recent open house, it’s probably because everyone is eating the free food but nobody is making an offer. Despite expectations for the sluggish housing market to take off during the usually busy spring season, home sales remained flat in April, a sign that a resurgence isn’t likely to happen.

Sales of existing homes rose 0.2% last month—that’s better than the 2.9% they fell in March—but economists surveyed by the Wall Street Journal had anticipated a 3% increase for April after the 30-year mortgage rate dropped below 6% at the end of February. The reasons behind the reluctance to buy property are varied, but they mostly boil down to: “Nobody can afford nice stuff.”

The war in Iran pushed mortgage rates back above 6% and triggered inflation concerns among buyers.

Agents told the WSJ that buyers are also put off by a frozen job market and steep home prices.
The national median existing-home price in April was $417,700, an all-time record high for the month, according to the National Association of Realtors (NAR).

More inventory needed: There were 1.47 million unsold homes on the market last month, the highest number for April since 2019, but still far below the 2 million average that was the norm before the Covid-19 pandemic. Beyond having more people suddenly be able to afford to stop renting, NAR chief economist, Lawrence Yun, told the AP a 30% increase in inventory would help put buyers and sellers on more even terms.

Looking ahead: What happens next may depend on where the current 6.37% mortgage rate goes. WSFS Home Lending president, Jeffrey Ruben, told the WSJ that if the rate falls back below 6%, sales will rise. But if it goes above 6.5%, it could scare away even more potential buyers.—DL

[muyuu]

[...]

1.) ¿Cuándo creen que volveremos a tener los precios equivalentes a 2012-2014? o de otra manera "momento bueno de comprar para vivir, que no ganarás pero tampoco perderás mucho"

2.) ¿Cuándo se llegará al punto más bajo ?

3.) ¿Y al de equilibrio ?

yo creo que ahora mismo ni se vislumbra ese momento porque ni hay expansión crediticia, ni explosión en la construcción como hubo en 1995-2007



en Japón el mercado tardó unos 35 años en estabilizarse, pero claro no tiene por qué pasar lo mismo en España

[breades]

Debemos leer foros distintos, no he leído jamás aquí que pp, o VOX u otro van a arreglar el problema de la vivienda. Jamás.

Pero Pedro Sánchez si dijo que lo iba a hacer, empezando por lo de construir más de 200.000 pisos VPO en régimen de alquiler.

Dime cuánto se ha construido de esos anuncios. Eso tb es otra forma de estafa.

¿He dicho que lo hemos leído, o he dicho que estamos a dos páginas de leerlo?

 

Dime tú a mí qué política de vivienda puede llevar a cabo el psoe y/o los izquierdistas sin mayoría en el Congreso y sin apenas gobiernos en las CC.AA, que son las depositarias de las competencias en vivienda.

¿No es obvio que la sociedad española no quiere acabar con la estafa de la vivienda?

Dínoslo tú, porque la sociedad votó al que prometió 200.000 viviendas… y resulta que ha hecho 0. Eso sí, de regularizar 2M de extracomunitarios no dijo nada y eso sí que lo está haciendo…

Si a estas alturas vamos a tener que debatir que la política española soluciona los problemas de los españoles, apaga y vámonos.

Yo tengo muy claro que es quítate tú para ponerme yo y poder colonizar la administración e intentar expoliar lo máximo posible sin que nos pillen. No hay más que ver las financiaciones irregulares de los partidos, mordidas, enchufes… para eso nos dejan meter un cheque en blanco cada 4 años en una urna. Para elegir el turno de quien va a tener su turno de robarnos. Una maravilla, vaya.

Le recuerdo que las últimas votaciones generales las ganó el pp, y que casi el 46% de los votos escrutados fueron para pp y vox. Un porcentaje mayor del que obtuvieron el psoe y sumar juntos. Así que no, la sociedad no votó 'al que prometió 200.000 viviendas' por muy estupendo que te pongas. Son datos, no elucubraciones.

El resto de su argumento se refuta sólo por ascuasardinista.

Debemos leer foros distintos, no he leído jamás aquí que pp, o VOX u otro van a arreglar el problema de la vivienda. Jamás.

Pero Pedro Sánchez si dijo que lo iba a hacer, empezando por lo de construir más de 200.000 pisos VPO en régimen de alquiler.

Dime cuánto se ha construido de esos anuncios. Eso tb es otra forma de estafa.

¿He dicho que lo hemos leído, o he dicho que estamos a dos páginas de leerlo?


 

Dime tú a mí qué política de vivienda puede llevar a cabo el psoe y/o los izquierdistas sin mayoría en el Congreso y sin apenas gobiernos en las CC.AA, que son las depositarias de las competencias en vivienda.

¿No es obvio que la sociedad española no quiere acabar con la estafa de la vivienda?

Si un gobierno no puede hacer nada, como dices tú, lo que tiene que hacer es irse a su casa, sea éste gobierno o el que sea. El "no puedo hacer nada" no vale. Y más con la situación tan crítica, donde la vivienda es uno de los muchos y muy graves problemas del país. Llevan 8 años NO HACIENDO NADA por resolver ninguno de los problemas, NADA.

Y respecto de la sociedad española, estoy de acuerdo en que no quiere acabar con la estafa, al menos una parte poderosa (la generación T y adláteres), pero si el gobierno quiere puede. Ejemplos hay muchos. Además, este gobierno es especialista en hacernos tragar con ruedas de molino, y la sociedad española es perruna como ninguna, fácilmente pastoreable. Si el gobierno quiere, puede.

El asunto es que no quiere, y si hace como que lo intenta solucionar es porque intuye que si no hace algo (y digo hacer algo, porque intención de solucionarlo no tiene ninguna) le puede barrer.

¿Qué podemos esperar de un gobierno presidido por nuestro flamante Presidente de la Internacional Socialista, que dijo que la prostitución es mala y ha comido toda su vida adulta de los prostíbulos de su suegro? ¿Acaso alguien cree que Pedro Saunas piensa en alguien o en algo más que no sea Pedro Saunas?

Que el Gobierno no puede hacer nada lo dices tú, no yo. Será que piensas que no hay límites a su Poder; o que la administración central tiene todas las competencias en materia regulatoria y las CC.AA son una ilusión pasajera.

El Gobierno, con la legislación actual, está muy limitado en muchas materias, y en cuestión de vivienda más que en ninguna otra.

¿Qué ha pasado con el último decreto-ley en relación a la protección de inquilinos presentado por el psoe y sumar?

Pues que no pasó la votación del Congreso. Porque aunque no lo creas, el Gobierno tiene controles; y los partidos de derechas que son votados por la mayoría natural pisitófila que no quiere que le toquen su Pisito, lo tumbaron porque suponía una transferencia de rentas que no están dispuestos a tolerar, así se mueran de hambre y frío esos sucios bichos pordioseros. Y eso que que las cantidades que se manejaban son el chocolate del loro.

Antes de lanzar sentencias absolutas, hay que conocer el funcionamiento de las instituciones españolas.

Para la implantación de energías renovables se modificaron normativas estatales y autonómicas por todo el país para acelerar los procesos administrativos, impactos ambientales, etcétera. El resultado es que en 10 años tenemos el país lleno de placas solares, y las que quedan.

Si se quiere, se puede.

Si se quisiera que en 10 años hubiera X miles/millones de viviendas nuevas ASEQUIBLES, se harían.

Todo lo demás son excusas. Normativas, planes de ordenación urbana, suelos, costes, inflación, mano de obra, ofertas, demandas, no son más que BLA, BLA, BLA.

Estás haciendo una comparación absurda.

La implantación y desarrollo de energía renovables se lleva planteando desde zapatero, y no ha sido hasta que las grandes compañías energéticas del país han podido acaparar la mayor parte de la tarta, que no se ha acelerado exponencialmente. Supongo que ya has olvidado el impuesto al sol que puso el pp de Rajoy cuando empezaron a realizarse inversiones importante de forma descentralizada y la mayoría natural del país aún no tenía intereses en el negocio.

¿Pero el Pisito?

Los intereses del Pisito llegan hasta las plagas de ratas que merodean por las alcantarillas de las grandes ciudades, que están dispuestas a ver cómo España salta por los aires antes de ver cómo un 'rojo de mierda' merma los frutos de himbersión. Ni siquiera un cipotecado con la soga en el gaznate que no le deja comer carne más que dos días al mes cuestiona el 'Gran Valor' de su zulo, que es lo único que tiene.

Los españoles que votan para defender sus intereses, no quieren. Por eso no se puede. Y por eso el Gobierno sólo puede, de momento, divulgar en contra del Ladrillo y bajarse los pantalones con los usureros en favor de quienes ya no pueden aguantar un día más este sindios.

[sudden and sharp]

Necesitamos más datos...











... y tal vez, menos opinión.

https://www.reddit.com/r/SpainEconomics/

[Cadavre Exquis]

https://cincodias.elpais.com/opinion/2026-05-12/sacar-del-limbo-el-suelo-para-construir.html

https://elpais.com/economia/vivienda/2026-05-12/el-gran-atasco-del-suelo-bloquea-la-construccion-de-15-millones-de-pisos-en-las-grandes-ciudades.html

https://elpais.com/economia/vivienda/2026-05-11/la-escalada-sin-tregua-del-alquiler-valencia-malaga-y-palma-acumulan-alzas-de-mas-del-30-en-10-anos.html

Saludos.

[Cadavre Exquis]

https://elpais.com/economia/2026-05-12/el-gobierno-ultima-la-asignacion-de-nuevos-programas-militares-por-11000-millones.html

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/companias/2026-05-12/el-grupo-catalana-occidente-se-propone-gestionar-10000-viviendas-de-alquiler-a-traves-de-vivara.html

Saludos.

[Cadavre Exquis]

https://cincodias.elpais.com/mercados-financieros/2026-05-12/los-inversores-extranjeros-refuerzan-su-apuesta-por-espana-y-acaparan-ya-la-mitad-de-la-deuda-publica.html

Saludos.

[Cadavre Exquis]

https://elpais.com/economia/vivienda/2026-05-12/los-edificios-de-apartamentos-turisticos-toman-malaga-un-15-mas-en-dos-anos-con-10000-plazas.html

Saludos.

[Cadavre Exquis]

https://elpais.com/economia/2026-05-12/la-construccion-ignora-la-herramienta-que-habilito-el-gobierno-para-contratar-trabajadores-en-el-extranjero.html

Saludos.