PPCC: Pisitófilos Creditófagos. Verano 2024

[Cadavre Exquis]

https://www.eleconomista.es/energia/noticias/12910879/07/24/el-autoconsumo-colectivo-se-atasca-en-espana-supone-menos-del-1-y-la-cnmc-pide-promover-gestores.html

https://www.eleconomista.es/energia/noticias/12910483/07/24/el-gobierno-y-los-bancos-dan-oxigeno-a-siemens-gamesa-con-una-linea-de-avales-de-1200-millones.html

https://www.pressreader.com/spain/el-economista/20240716/page/10/textview

El Ejecutivo saca a concurso 829 MW  en renovables para sustituir carbón

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/retail-consumo/noticias/12909920/07/24/mercadona-mueve-ficha-en-la-guerra-de-precios-baja-el-aceite-de-oliva-un-14-y-reduce-otro-millar-de-articulos.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12904149/07/24/japon-entra-en-una-nueva-era-economica-la-revolucion-de-los-salarios-la-fed-y-el-yen-rompen-las-tres-decadas-malditas.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12910667/07/24/montero-permitira-a-las-ccaa-un-deficit-del-01-en-2025.html

Saludos.

[Cadavre Exquis]

https://www.pressreader.com/spain/el-economista/20240716/page/25/textview

Las empresas europeas enfrían las subidas de salarios y precios

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/vivienda-inmobiliario/noticias/12909693/07/24/la-compraventa-de-viviendas-se-desploma-un-215-en-mayo-su-mayor-caida-desde-septiembre-de-2023.html

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/economia/noticias/12910743/07/24/el-eurogrupo-reclama-una-politica-fiscal-contractiva-el-proximo-ano.html

https://www.pressreader.com/spain/el-economista/20240716/page/29/textview

China se ralentiza en el segundo cuarto del año y el PIB se queda en un 4,7%

Saludos.

[Cadavre Exquis]

https://www.eleconomista.es/legal/noticias/12910957/07/24/hacienda-obligara-a-destapar-quienes-son-los-duenos-reales-de-las-empresas-a-partir-de-febrero-de-2025.html

Saludos.

[Derby]

https://www.bloomberg.com/news/articles/2024-07-16/hong-kong-landlords-pay-bigger-agent-fees-to-fill-empty-offices

Hong Kong Landlords Pay Bigger Agent Fees to Fill Empty Offices

Commissions have jumped on average 30% since mid-2023
CK Asset, New World among landlords paying higher commissions

Hong Kong’s billionaire landlords are paying agents larger commissions for bringing in office tenants as developers struggle to fill empty commercial space in the Asian financial hub.

Paying commissions worth two to three months of rent is the new norm, up from just one month several years ago, according to real estate agents familiar with the matter, asking not to be named because the matter is private. Some are getting as much as four months for landing tenants, one of the people added.

Li Ka-shing’s CK Asset Holdings Ltd. and New World Development Co. are among landlords paying higher commissions as new office supply hits the market, said one real estate agent who works with some of Hong Kong’s biggest commercial landlords. Hongkong Land Holdings Ltd. is another, a different agent said.

A representative for New World declined to comment. CK Asset and Hongkong Land didn’t respond to requests for comment.

The surge in finder’s fees reflects the weakness in Hong Kong’s commercial real estate market. A sluggish economy, the retreat of multinational companies and cost-saving incentives have weighed on the sector in recent years. The city’s office vacancy rate was at a record high of 16.9% in the first half, according to CBRE Group Inc. The vacancy overhang pushed rents down 2.1%.



In general, real estate agents have been paid on average 30% more in commissions since the middle of last year, according to Fiona Ngan, the head of occupier services of Colliers International Group Inc. in Hong Kong.

Three-month commissions were offered only once before in Hong Kong, during the severe acute respiratory syndrome, or SARS, epidemic of 2003, Ngan said.

“In really bad days” agents were paid up to three months, while four “is definitely aggressive,” said Bloomberg Intelligence analyst Patrick Wong. Headwinds for Hong Kong’s office market include weak demand, ample supply and remote work, he said.

There will be an additional 709,000 square feet (65,868 square meters) of new office space — the size of about nine soccer fields — completed between the second and fourth quarter of this year, according to CBRE.

[cujo]

[Construir un chalet de 150 m2 sale por 150.000,- euros.

https://www.habitissimo.es/presupuestos/construccion-chalet#8

Desglose:

• Honorarios de profesionales: incluyendo los del arquitecto y el aparejador, el porcentaje dentro del presupuesto total se sitúa alrededor del 10%.
• Tasas y permisos: la suma de la licencia urbanística y el Impuesto sobre construcciones, instalaciones y obras se sitúa en un 5% - 6% sobre el Presupuesto de Ejecución Material (PEM).
• Estudio topográfico y geotécnico: el coste de ambos estudios se situaría en unos 1.200 €.
• Materiales: referido a presupuesto de ejecución material supone alrededor del 40 % del coste total de la construcción.
• Contratista: el presupuesto de la contrata que realizará la suele ser un 19% superior al presupuesto de ejecución material, incluye gastos generales (alrededor del 13%) y el beneficio del constructor (un 6%).
• Cédula de habitabilidad: alrededor de 180 €.
Escritura y registro de la propiedad: los aranceles están fijados por la ley, alrededor de un 0,5% del valor de la construcción.
• Alta de suministros: alrededor de 200 € de media por cada suministro contratado.

Coste la construcción: 120.000 € (800 €/m²)

Presupuesto total con todas las partidas: 150.000 €.]

en breve os digo los conceptos exactos jeje.
si se acerca mas a 800 o a 1200 , terreno aparte,

[asustadísimos]

LA VIVIENDA ES UN COSTE LABORAL.—

En el tardopopularcapitalismo, se ha consumado la traición del propietariado al Capital: la vivienda proletaria se ha metamorfoseado kafkianamente en 'himbersión'.

La confusión entre capitalistitas y capitalistas es el pozo séptico en el que han caído Occidente y la UE. Ya saben a favor de quién se resuelve, ¿no?

N. B.: Occidente es lo que hay desde la línea Tordesillas-1494 hacia el oeste, hasta Japón, Corea del Sur, Nueva Zelanda y Australia —ni Taiwan ni Filipinas—; Brics y Europa son Oriente, excepto Reino Unido.

N. B. 2: En cuanto cunda el no-'prevail' de 'Lucrania', la OTAN mutará a OTO y en la UE se planteará el «o Mao o Ma_oma», aunque la suerte del Magreb y Turquía está echada desde el momento en el que Egipto es Brics, por lo que nuestro dilema, más bien, es «o Mao o meao».

La sobrevaloración de la vivienda, 'siempre y en todo lugar', es un fenómeno anticapitalista, por tanto, gozosa para el enemigo geopolítico.

A los popularcapitalistas se les ocurre que la solución es:
• el 'coliving-casa cuartel'.
Pero descontando su coste del salario, claro está; porque, si no, pagas dos veces.

Esta 'solución' es inviable. No ya desde el punto de vista económico, sino por ingeniería social. ¿Qué haríamos cuando el trabajador no trabaja, bien porque no puede, bien porque no quieres tú o es viejo o poeta?

Entonces, los popularcapitalistas dicen que «la» solución se completa, respectivamente, con:
• el 'coliving-parking', la «corta duración»; y
• el 'coliving-sénior', es decir, la combinación del asilo con la eutanasia.

Pero, con las dos adendas, aparte de que también habría que descontarlas de los salarios, «la» solución desnaturalizaría el popularcapitalismo. Estaríamos en las 00:00 de Cenicienta: el propietariado volvería a proletariado.

En suma, el popularcapitalismo propone una estupidez: que solo tengan algo los miembros de una minoría privilegiada pero infeliz porque no sería capitalista, sino capitalistita. Y la mayoría no tendría nada, pero sería feliz, eso sí, estabulada en los tres niveles de 'coliving': cuartel, parking y camposanto.

Es una propuesta coherente con la envidia consustancial al popularcapitalismo. Pero la envidia es un pecado menos común de lo que creen los capitalistitas, todo el día regodeados con el sufrimiento ajeno.

El «no tendrás nada pero serás feliz» comparte esencia con el «los ricos también lloran».

Ni que decir tiene que esta mezquindad solo es la propuesta del sector privado 'popcap', que cree ser capitalista sin serlo, que parte de la restricción metafísica de que la sobrevaloración de la vivienda es una ley natural, que cree que la escasez es riqueza y que se ha traído al presente un futuro imposible que ha descontado cándidamente. Frente a este delirio, la propuesta pública, conservadora del Capital, afinada con el ortograma capitalista, solo puede ser que el Estado provea la vivienda que el sector privado se niega a proveer.

El problema es que, a estas alturas, el proceso ya no puede ser tan progresivo como pudo serlo a partir de 2018, cuando el sistema capitalista culminó con éxito el grueso de la Operación Desagüe.

Entiendo que H. De Cos y Borrell estén tan contentos porque se van, así como que Biden sobreactúe tanto su incapacidad y que Trump, apeado de la vanidad como expresidente que es, se ponga de muñeco del pim-pam-pum —la deuda es superansiogénica—.

Yo lo único que sé es que este nivel de precios inmobiliarios es incompatible con el sistema capitalista, y que el sistema capitalista es brutal.

Todo va a madurar mucho, incluso antes de las elecciones norteamericanas del 5 de noviembre. Pero la apariencia va a ser que no, pero apariencia-de-que-no como nunca. Estas semanas van a proliferar titulares para pobres diablos del tipo «la era de la baja inflación se ha evaporado» y «la inflación, ¡aleluya!, llega a los salarios». Además, es de esperar en EEUU una bajadita de tipos de interés de intervención 'yanosestamosrecuperandista', como hemos hecho los europeos antes de nuestras elecciones —hay, pues, un dinerito a ganar con el EUR/USD—.

Finalmente, no olvidemos que hay que odiar el pecado, pero compadecer al pecador.

[R.G.C.I.M.]

ONO=AUKUS

Pero, y nosotros?
Mr PESC se va y entra una letona antirusa.
No sé yo como vamos a encarar el asunto ucraniano sin los anglos.
Quizás nos dé por seguir a ver si les ganamos y nos quedamos la reconstrucción de el "occidente" del Dniepr para nuestros blacrock.

Bueno, quizás sea la parte de guera keynesiana que nos toca para seguir en el juego de diluir deudas.
Los americanos ya se buscan otra en Asia para ellos.

Estamos de enhorabuena. Mercadona ha bajado precios una miajita tras subirlos descaradamente al doble en dos años.

Tot va bé.
Y España, campeona de europa otra vez?


https://www.google.com/amp/s/cadenaser.com/castillalamancha/2024/05/25/se-cumplen-30-anos-del-y-el-madrid-que-otra-vez-campeon-de-europa-ser-toledo/%3foutputType=amp] [url]https://www.google.com/amp/s/cadenaser.com/castillalamancha/2024/05/25/se-cumplen-30-anos-del-y-el-madrid-que-otra-vez-campeon-de-europa-ser-toledo/%3foutputType=amp [/url]
Será para tirita antes de herida de otra buena como la del 08

Vaya risas.



Sds.

[neutron_mortgages]

Lo de coliving senior y demás queda bastante ridículo puesto por escrito, pero si se lo escuchas decir a alguien en persona supongo que la única duda es si con la mano abierta o cerrada.

[Derby]

https://www.nakedcapitalism.com/2024/07/uk-government-with-help-from-israeli-firm-is-preparing-to-drill-for-oil-in-disputed-seas-off-falkland-islands.html

UK Government and Israeli Energy Firm Are Preparing to Drill for Oil in Disputed Seas Off Falkland Islands (Malvinas)

(...)For all of its many faults, the former Albert Fernández government did at least express its firm opposition to the exploration work being carrying out by Navitas Petroleum in the disputed waters surrounding the Malvinas. In September last year, Argentina’s Foreign Ministry filed a complaint against the Israeli company, recalling that it had already sanctioned the firm with a 20-year ban on hydrocarbon exploration activities in Argentine territory — not that the company seems to care.

By contrast, as the UK government and Navitas Petroleum prepare to begin drilling in the disputed waters off the Falkland Islands, the silence of the Milei government is deafening. The Venezuelan President Nicolás Maduro hit the nail on the head during Venezuela’s Independence Day celebrations just over a week ago, saying that the first thing Milei did upon coming to power was to recognise British sovereignty over the Malvinas. In return for what? A US Southern Command military base in Patagonia.

[Derby]

https://annpettifor.substack.com/p/the-bailout-state

The Bailout State, ANN PETTIFOR

and Britain's new Labour government



I would like to draw your attention to Martijn Konings new book, The Bailout State - highly relevant now that bailing out capitalism is ‘the only game in town’ - in both, London, Brussels and Washington. That is the context for this comment on the election of a new government in London, and the future of both the economy and the ecosystem.(...)

So even while we were all alarmed by the rise of an overtly nationalist and racist private company posing as political party - the Reform group - the British nation is breathing a collective sigh of relief. Because while Labour has refused to share its real goals and plans with the electorate, millions have taken Labour’s leadership at its word, and are hoping for positive change, and an end to austerity. Above all, for a period of economic stability in which those on low, and falling real incomes can hope for some relief from the insecurity and poverty of today’s financialised capitalism and privatised public domain - conditions that led many to vote for Reform.

What of Labour’s real intentions?

Chancellor Rachel Reeves has been explicit and transparent about the party’s ambitions. In a speech to business leaders in February, 2024, she said this:

The government’s task is to offer the security that means a would-be entrepreneur can take a risk.

That a new firm can make the leap and scale up. That a business can raise finance and invest with confidence. That calls for active government working alongside business, to extend security, navigate those challenges, and seize the opportunities presented by a changing world.

Pro-business and pro-worker, in the knowledge that each depends on the success of the other.

Investing alongside business, through a new National Wealth Fund.

In other words, as Prof. Daniela Gabor has argued, Reeve’s speech was a promise to de-risk capitalism… It is a promise to transform capitalism into something not unlike the old Soviet system of subsidies for corporations. As my colleague Professor Kunibert Raffer once argued, risk is fundamental to the operation of capitalist markets - removing risk disables so-called ‘free market’ capitalism. Just as it is a basic precondition for capitalism that those who take risks, can make profits and capital gains…so it is

the most basic precondition for the functioning of the market mechanism that economic decisions must be accompanied by (co)responsibility: whoever takes economic decisions must also carry financial risks.

If this link is severed - as it was in the Centrally Planned Economies of the former East - efficiency is severely disturbed.

Chancellor Reeves, like President Biden and much of President von der Leyen’s policies, proposes to disturb that efficiency, by severing the key link in the private market mechanism.

In doing so, all three are advancing policies for bailout-out capitalism.

Now de-risking capitalist companies may not always be bad policy. But the companies to which Chancellor Reeves intends to turn to finance the new National Wealth Fund, are so-called ‘asset management funds’.

In reality these are private companies managing trillions of pounds and dollars that are our lifetime pension savings and insurance premia. We will depend in old age and in emergencies on decent rates of return on these savings - for our livelihoods.

Thanks to pension privatisation, those companies now manage an unthinkable $120 trillion of the world’s nest eggs. Blackrock, a company that looks to benefit from the Labour government’s de-risking strategy, manages about $10 trillion of the world’s savings and insurance contributions.

The biggest problem facing the managers of these vast pools of capital is this: where to safely invest our savings to make the rates of return necessary to pay out pensions in the future?

At a time of climate breakdown, there are not enough assets in the world - especially, safe assets - that can profitably absorb those vast pools of money.

Public assets - like the NHS, council housing, clean energy and care homes for the elderly - can safely be de-risked for companies like Blackrock, by a Labour government. But returns on their investments will have to be made profitable enough to meet the financial requirements we will demand for our retirements. And so prices for investment in NHS services, housing, clean energy and care homes will have to rise… regardless of whether the Labour government de-risks the initial investments.

Bear that in mind as Labour cheers on the private sector.

And there is one other unsettling point potential pensioners should take into account.

Managers like Larry Fink of Blackrock can very easily fail in their mandate to provide decent pensions in the future. If they do fail to furnish us with good pensions, they will not face the discipline that is essential to the functioning of capitalist ‘free’ markets - bankruptcy.

Here’s why.

If a homeowner borrows money to purchase a house, and, through no fault of her own - say, floods caused by climate breakdown - that house crashes in value causing the owner to default on the mortgage, she can be bankrupted - and made insolvent.

Asset managers are different.

They cannot be made insolvent by a collapse in the value of assets they hold. As the Bank of England’s then executive director of ‘Financial Stability’, Andy Haldane, explained back in 2014: Unlike a regulated, deposit-taking commercial banker:

“……asset managers do not bear credit, market and liquidity risk on their portfolios. [Ed: individual pensioners and other investors bear that risk.]

Currently, Blackrock has over $4 trillion of assets under management, but has only $9 billion of assets of its own.  Fluctuations in asset values do not threaten the insolvency of an asset manager as they would a bank.

Asset managers are, to a large extent, insolvency-remote.” 

Not so British pensioners.

Something to bear in mind as we watch Chancellor Reeves mimic her predecessors in building the ‘bail-out state’.