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Cita de: Yupi_Punto en Julio 30, 2021, 14:24:16 pmSupongo que errozate se ha vacunado Y Manu Oquendo no.Una vez, whatsappeando en un grupo con unos amigos entre los que se encuentra un arquitecto sobre el precio de la vivienda, otro amigo contestó a mis argumentos foriles: "no le hagáis caso a éste sobre precios de pisos, que es negacionista"
Supongo que errozate se ha vacunado Y Manu Oquendo no.
El empleo se acerca a la cantidad pre-Covid, pero se aleja de la calidadSigue habiendo un colectivo demasiado numeroso que no trabaja porque no puede, y uno no menos numeroso que lo hace en condiciones que no deseaLa recuperación económica impulsada por el proceso de vacunación al que hacía referencia el presidente del Gobierno el jueves en su balance veraniego de situación contiene variables muy consistentes y otras que lo son menos. Mientras que los niveles de producción tardarán al menos un año completo en recuperarse, los de empleo nominal se acercan a los que había antes de la pandemia en términos cuantitativos. Incluso hay ya sectores de actividad y territorios con los niveles de 2019 recuperados, como hay empresas con negocio multinacional que han recogido ya este semestre resultados como los de antes de la pandemia. Es de esperar que, en los trimestres venideros, si nada se tuerce en materia sanitaria y se culmina la vacunación, se produzca una aceleración adicional de la actividad, tanto por la activación de proyectos de inversión como por la explosión del consumo tras el embalsamiento de ahorro por parte de la población que no ha perdido el empleo.Pero en materia de ocupación la recuperación, si bien es más rápida que en crisis anteriores por la naturaleza puramente coyuntural y atípica de la crisis, responde a cánones parecidos a los de otros procesos cíclicos, con los mismos defectos, pero corregidos y aumentados en algunos casos. En el año completo que va de la primavera de 2020 a la de 2021 la creación de empleo ha respondido como un resorte a la destrucción del confinamiento, marcando incluso niveles de actividad propios de la normalidad. La ocupación se acerca a los veinte millones de personas con un avance de casi medio millón entre abril y junio y más de un millón en doce meses, aunque el paro sigue anclado en los 3,5 millones de personas y más del 15% de los dispuestos a trabajar, según revelan la Encuesta de Población Activa.Pero llama la atención que la recuperación de la variable más social de la economía se haya sostenido sobre un avance del empleo temporal del 19,2%, frente a un recorrido de solo el 2,6% del fijo; o que el trabajo a tiempo completo, el que genera rentas completas, haya avanzado un 4,4%, mientras que el de tiempo parcial, el que genera medias rentas, avance a tasas anuales del 14,05%, con un colectivo de casi tres millones de personas, mayoritariamente mujeres, trabajando con jornada reducida. Este deterioro de la calidad revela que las empresas rescatan empleo con desacostumbrada cautela, sea por la debilidad de la demanda de sus bienes y servicios, sea por temor a un nuevo episodio crítico. En definitiva, sigue habiendo un colectivo demasiado numeroso que no trabaja porque no puede, y uno no menos numeroso que trabaja en condiciones que no desea. Razones suficientes para confirmar las normas laborales que generan actividad y corregir las que generan desigualdad de trato.
China will maintain prudent, flexible monetary policy in H2 - central bankBEIJING, July 31 (Reuters) - China will maintain a prudent, flexible and “reasonable” monetary policy in the second half of the year, its central bank said on Saturday, emphasising stability.The bank also called for rectifying virtual platform companies and to maintain a high level of pressure on such firms to meet regulations.
Market Cap of Companies with Ridiculous Price-to-Sales Ratios Exceeds Dot-Com Bubble HighAnother day, another chart depicting our wild financial bubble. This chart comes from Kailash Concepts and shows the market cap of companies with a price-to-sales ratio of over 20.During normal times, the market cap of companies with a P/S ratio of over ’20’ is somewhere between $500 billion and zero, because during normal times such companies are rare, if they exist at all.Right now, the market cap of such companies is sitting at $4.5 trillion dollars, taking out the Dot-Com Bubble highs and confirming that this is one of the biggest bubbles of all time.Every single major bear market since at least the 1920s has been proceeded by a Fed tightening cycle. Right now the Fed is running what is arguably the most accommodative policy stance in its history. This may go on for a long time, or not. Either way, it’s already a monetary policy failure.
The price-to-sales (P/S) ratio is a valuation ratio that compares a company’s stock price to its revenues. It is an indicator of the value that financial markets have placed on each dollar of a company’s sales or revenues.(...) KEY TAKEAWAYS*The price-to-sales (P/S) ratio shows how much investors are willing to pay per dollar of sales for a stock. *The P/S ratio is calculated by dividing the stock price by the underlying company's sales per share.*A low ratio could imply the stock is undervalued, while a ratio that is higher-than-average could indicate that the stock is overvalued.*One of the downsides of the P/S ratio is that it doesn’t take into account whether the company makes any earnings or whether it will ever make earnings.
Cita de: Betancourt en Julio 30, 2021, 15:20:21 pmCita de: Yupi_Punto en Julio 30, 2021, 14:24:16 pmSupongo que errozate se ha vacunado Y Manu Oquendo no.Una vez, whatsappeando en un grupo con unos amigos entre los que se encuentra un arquitecto sobre el precio de la vivienda, otro amigo contestó a mis argumentos foriles: "no le hagáis caso a éste sobre precios de pisos, que es negacionista"Bueno, aquí hay negacionismo de la inflación, negacionismo de pisos, oro y criptomonedas como refugio o vehículos de inversión, negacionismo bursátil, negacionismo de que los bancos centrales generan burbujas.Seguramente a los negacionistas del COVID les vaya mejor que a "nuestra cartera de inversión".
enfrentarse a los dogmas oficiosos del foro, que tan bien has resumido, es difícil y le relega a uno a una posición secundaria como voz en el foro.
Solo un apunte.No se puede convencer al que dice mentiras y lo sabe (es decir, ya está convencido de la verdad y su importancia)Pero para que ningún tercero sea confundido por la mentira:PIB per cápita España 1970: 1212 dólares USA.PIB per cápita Francia 1970: 2857 dólares USARelación de 0,4PIB per cápita España 2019: 29.600 dólares USAPIB per cápita Francia 2019: 40.493 dólares USA Relación de 0,7He cogido 1970 cuando en realidad tendría que haber cogido algún momento posterior, cuando se empezó en serio a intentar el cumplimiento de condiciones de entrada (que fue en 1986).55 años atrás era 1966. Es decir, cuando Paco reinaba. Manuel Fraga fue ministro de información y turismo del 62 al 69 y él fue, como ya se ha dicho, el padre del "Spain is different" y el desarrollo de la industria turística.Lo del enemigo exterior que nos destruye porque nos odia y nos odia porque nos teme...El vigía de occidente...
Tenants prepare for unknown as eviction moratorium endsTenants who are months behind on rent now face the end to a federal eviction moratorium SaturdayTenants saddled with months of back rent are facing the end of the federal eviction moratorium Saturday, a move that could lead to millions being forced from their homes just as the highly contagious delta variant of the coronavirus is rapidly spreading.The Biden administration announced Thursday it would allow the nationwide ban to expire, saying it wanted to extend it due to rising infections but its hands were tied after the U.S. Supreme Court signaled in June that it wouldn't be extended beyond the end of July without congressional action.House lawmakers on Friday attempted but failed, to pass a bill to extend the moratorium even for a few months. Some Democratic lawmakers had wanted it extended until the end of the year.“August is going to be a rough month because a lot of people will be displaced from their homes,” said Jeffrey Hearne, director of litigation Legal Services of Greater Miami, Inc. “It will be at numbers we haven’t seen before. There are a lot of people who are protected by the ... moratorium.”The moratorium, put in place by the Centers for Disease Control and Prevention in September to try to prevent the spread of the coronavirus, is credited with keeping 2 million people in their homes over the past year as the pandemic battered the economy, according to the Princeton University’s Eviction Lab. Eviction moratoriums will remain in place in New York, New Jersey, Maryland, Illinois, California and Washington, D.C. until they expire later this year.Elsewhere, the end of the federal moratorium means evictions could begin Monday, leading to a years' worth of evictions over several weeks and ushering in the worst housing crisis since the Great Recession.Roxanne Schaefer, already suffering from myriad health issues, including respiratory problems and a bone disorder, is one of the millions fearing homelessness.In a rundown, sparsely furnished Rhode Island apartment she shares with her girlfriend, brother, a dog and a kitten, the 38-year-old is $3,000 behind on her $995 monthly rent after her girlfriend lost her dishwasher job during the pandemic. Boxes filled with their possessions were behind a couch in the apartment, which Schaeffer says is infested with mice and cockroaches, and even has squirrels in her bedroom.The landlord, who first tried to evict her in January, has refused to take federal rental assistance, so the only thing preventing him from changing the locks and evicting her is the CDC moratorium. Her $800 monthly disability check won't pay for a new apartment. She only has $1,000 in savings.“I got anxiety. I’m nervous. I can’t sleep,” said Schaefer, of West Warwick, Rhode Island, over fears of being thrown out on the street. “If he does, you know, I lose everything, and I’ll have nothing. I’ll be homeless.”More than 15 million people live in households that owe as much as $20 billion to their landlords, according to the Aspen Institute. As of July 5, roughly 3.6 million people in the U.S. said they faced eviction in the next two months, according to the U.S. Census Bureau’s Household Pulse Survey.Parts of the South and other regions with weaker tenant protections will likely see the largest spikes, and communities of color, where vaccination rates are sometimes lower, will be hit hardest. But advocates say this crisis is likely to have a wider impact than pre-pandemic evictions, reaching suburban and rural areas and working families who lost their jobs and never before experienced an eviction.“I know personally many of the people evicted are people who worked before, who never had issues,” said Kristen Randall, a constable in Pima County, Arizona, who will be responsible for carrying out evictions starting Monday.“These are people who already tried to find new housing, a new apartment or move in with families,” she said. “I know quite a few of them plan on staying in their cars or are looking at trying to make reservations at local shelters. But because of the pandemic, our shelter space has been more limited."“We are going to see a higher proportion of people go to the streets than we normally see. That is unfortunate.”The crisis will only get worse in September when the first foreclosure proceedings are expected to begin. An estimated 1.75 million homeowners — roughly 3.5% of all homes — are in some sort of forbearance plan with their banks, according to the Mortgage Bankers Association. By comparison, about 10 million homeowners lost their homes to foreclosure after the housing bubble burst in 2008.The Biden administration had hoped that historic amounts of rental assistance allocated by Congress in December and March would help avert an eviction crisis.But so far, only about $3 billion of the first tranche of $25 billion had been distributed through June by states and localities. Another $21.5 billion will go to the states. The speed of disbursement picked up in June, but some states like New York have distributed almost nothing. Several others have only approved a few million dollars."We are on the brink of catastrophic levels of housing displacement across the country that will only increase the immediate threat to public health,” said Emily Benfer, a law professor at Wake Forest University and the chair of the American Bar Association’s Task Force on Eviction, Housing Stability and Equity.Some places will see a spike in people being evicted in the coming days, while other jurisdictions will see an increase in court filings that will lead to evictions over several months.“It’s almost unfathomable. We are on the precipice of a nationwide eviction crisis that is entirely preventable with more time to distribute rental assistance," Benfer said.“The eviction moratorium is the only thing standing between millions of tenants and eviction while rental assistance applications are pending. When that essential public health tool ends on Saturday, just as the delta variant surges, the situation will become dire.”Many beleaguered tenants will be forced out into a red-hot housing market where prices are rising and vacancy rates have plummeted.They will be stuck with eviction records and back rent that will make it almost impossible to find new apartments, leaving many to shack up with families, turn to already strained homeless shelters or find unsafe dwellings in low-income neighborhoods that lack good schools, good jobs and access to transportation. Many will also be debt-ridden.Evictions will also prove costly to the communities they reside in. Studies have shown evicted families face a laundry list of health problems, from higher infant mortality rates to high blood pressure to suicide. And taxpayers often foot the bill, from providing social services, health care and homeless services. One study by the National Low Income Housing Coalition and Innovation for Justice Program at the University of Arizona found costs could reach $129 billion from pandemic-related evictions.In Rhode Island, Schaefer has struggled to grasp why her landlord wouldn't take federal rental assistance. Landlords, many of whom have successfully challenged the moratorium in court, argue the economy is improving and coronavirus cases are down in most places. Those who don't take rental assistance refuse for a variety of reasons, including a desire to get the tenant out.“It’s not that I wanna live here for free," Schaefer said. “I know wherever you go and live, you gotta pay. But I’m just asking to be reasonable."“Why can’t you take the rent relief? You know, they pay," she added. “In the paperwork it says they’re gonna pay, like, two months in advance. At least by then, two months, I can save up quite a bit of money and get to put a down payment on somewhere else to move, and you’ll have your money that we owe you and will be moving out.”
El dólar va a seguir subiendo más de lo que esperamos por bastante tiempo.
El dilema de los ERTE o la realidad que puede oxidar la medalla de SánchezEl presidente debe decidir a la vuelta de vacaciones si penaliza los expedientes, con las consecuencias que ello implica. "Tarde o temprano, tiene que aflorar un paro que ahora está disfrazado", alerta un empresario(...) Son plenamente conscientes Sánchez y sus ministras económicas, con Nadia Calviño y Yolanda Díaz a la cabeza. Y los agentes sociales, a quienes genera cierto pánico el paisaje laboral que puede aflorar cuando baje la marea de los estímulos. El temor compartido es doble. Por un lado, sospechan que, a estas alturas, gran parte de los Expedientes de Regulación Temporal de Empleo (ERTE) se hayan convertido en crónicos y provoquen, tras su retirada, un trasvase de trabajadores hacia las listas del SEPE. Por otro, auguran un tirón del paro, en vista de la bolsa de inactivos que no han podido buscar trabajo por los problemas sanitarios y las restricciones.“Los instrumentos de protección han cumplido su misión, pero están disfrazando la realidad. En algún momento habrá que retirarlos y lo que vamos a ver no será bueno”, confiesa un empresario del sector turístico. El realismo de los empresarios choca con la visión optimista del eufórico presidente y se cimenta en variables concretas.
81,046,488: Medicaid and CHIP Enrollment Hits Record High