PPCC: Pisitófilos Creditófagos. Primavera 2024

[Cadavre Exquis]

https://www.expansion.com/mercados/2024/04/18/66204aab468aeb91018b45a5.html

Saludos.

[Cadavre Exquis]

https://www.pressreader.com/spain/expansion-nacional/20240418/page/27/textview

La oferta de alquiler abandona el residencial en favor del temporal

Vivienda discute hoy la regulación de los alquileres temporales

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/2024/04/18/6620dae4468aeb803a8b4573.html

https://www.pressreader.com/spain/expansion-nacional/20240418/page/29/textview

El crudo cede un 3% en plena tensión entre Israel e Irán

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/financial-times/2024/04/17/661fd288e5fdea16668b45a4.html

Saludos.

[Cadavre Exquis]

https://www.expansion.com/economia/financial-times/2024/04/17/661f94a1e5fdea9e098b45a2.html

https://www.pressreader.com/spain/expansion-nacional/20240418/page/31/textview

Joe Biden propone triplicar las tarifas sobre el acero chino

Saludos.

[Cadavre Exquis]

https://elpais.com/economia/2024-04-18/casas-un-72-mas-caras-en-la-costa-el-perfil-de-los-compradores-extranjeros-de-vivienda-en-espana.html

Saludos.

[Derby]

https://www.bloomberg.com/news/newsletters/2024-04-18/why-private-equity-titans-are-putting-their-own-assets-on-the-line

Dealmakers Told to Put More of Their Own Assets on the Line

For years private equity executives across the globe commanded the conversation when they faced prospective investors for their next big fund raise. As the tables turn, those investors are wielding their ever-growing bargaining power to call the shots. Cash-strapped private equity executives are now loading up on more debt and pledging personal assets in a bid to appease backer who are asking managers to put more skin in the game.(...)

[Cadavre Exquis]

https://www.eleconomista.es/banca-finanzas/noticias/12774388/04/24/el-banco-de-espana-avisa-no-permitiremos-suavizar-los-criterios-de-concesion-del-credito.html

Saludos.

[Cadavre Exquis]

https://www.pressreader.com/spain/el-economista/20240419/page/3/textview

Adecuada cautela del BCE con la inflación

https://www.pressreader.com/spain/el-economista/20240419/page/51/textview

De Guindos reafirma que el BCE está preparado para bajar tipos en junio

Defiende la creación de una autoridad fiscal para la eurozona

https://www.eleconomista.es/economia/noticias/12775907/04/24/choque-entre-paises-grandes-y-pequenos-de-la-ue-sobre-como-avanzar-en-la-integracion-del-mercado.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/infraestructuras-servicios/noticias/12774261/04/24/el-reto-del-sector-de-infraestructuras-oleada-de-fondos-europeos-sin-700000-trabajadores.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12771985/04/24/la-seguridad-social-ingresara-4800-millones-mas-por-el-alza-de-cotizaciones-en-2024.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/vivienda-inmobiliario/noticias/12774810/04/24/los-espanoles-destinaron-casi-7-anos-para-pagar-la-hipoteca-de-una-vivienda-en-2023.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12775342/04/24/trabajo-busca-calmar-a-ceoe-y-minimiza-el-choque-con-diaz-las-estridencias-y-pitidos-son-muy-pocos.html

Saludos.

[tomasjos]

En Asturias la situación de la vivienda está tomando tintes muy negros.
Se va a sacar una ley con el apoyo de los hoteleros y de los sindicatos.

https://www.lne.es/asturias/2024/04/19/alerta-maxima-pisos-alquiler-pasan-101259406.html

[Lem]

@RickPalaciosJr

Very true when it comes to single-family rental data we track across 99 markets.



@RickPalaciosJr

Our rental data shows single-family asking rent growth running well above historical average in many markets. Only one market (Las Vegas) showing declines, and just barely.



3:11 pm · 18 Apr 2024

El artículo:

Rents Are the Fed’s ‘Biggest Stumbling Block’ in Taming US Inflation

When inflation peaked above 7% in 2022, it was relatively broad-based across goods and services. In 2024, with inflation back below 3%, that’s no longer the case: What’s left of the problem now is mainly about housing.

Rent dominates the inflation indexes on which the Federal Reserve bases its interest-rate decisions. Hotter-than-expected readings for the category in the first few months of the year are a big reason the central bank is hesitant to cut rates. “Housing is the biggest stumbling block,” says Chicago Fed President Austan Goolsbee. “We thought we basically understood the mechanical, short-run model of how much housing inflation should be coming down. And it hasn’t come down as fast as we thought it was going to have come down at this point.”

Even the rental inflation problem itself isn’t particularly broad-based anymore, geographically: There’s a big difference between the situation in the Northeast and Midwest, where high inflation is lingering, and the West and South, where it’s moderating rapidly.

In the Northeast and Midwest, rental inflation is not even a quarter of the way back down from the peak to pre-pandemic levels. In the Midwest and the South it’s more than half-way and almost four-fifths of the way there, respectively.

The difference seems to be all about supply. “There’s really strong overlap right now between the markets that are seeing the biggest rent declines and the ones where there’s been the most construction,” says Chris Salviati, a housing economist at the online rental marketplace Apartment List.

[...]