Dutch Market Moves? Paolo Pavan Explains Why

PAOLO MARIA PAVAN

INSIGHT DUTCH ECONOMY AND BUSINESS ENVIRONMENT

Why “Only 3.1% Inflation” Is a Lie You’re Telling Yourself

Paolo Maria Pavan

Why “Only 3.1% Inflation” Is a Lie You’re Telling Yourself

June 2025. Inflation: 3.1%. Sounds harmless, doesn’t it? A small dip from May’s 3.3%. According to the rapid estimate from CBS, consumer prices stayed flat compared to the previous month. The kind of ...

DUTCH ECONOMY Paolo Maria Pavan

2 lug 2025

Why the Dutch Economy Is Quietly Bleeding While Everyone Pretends It’s a Bruise

Paolo Maria Pavan

Why the Dutch Economy Is Quietly Bleeding While Everyone Pretends It’s a Bruise

The Clock Shows Red, Yet We Whisper in Beige Let’s not sugarcoat it: 12 of 13 indicators in the CBS Business Cycle Clock fell below their long-term trend in June 2025. That's not a “slight cooling” or...

DUTCH ECONOMY Paolo Maria Pavan

1 lug 2025

Jun 26, 2025 | Amsterdam Stock Exchange: A Whisper of Doubt

Paolo Maria Pavan

Jun 26, 2025 | Amsterdam Stock Exchange: A Whisper of Doubt

Amsterdam’s AEX Index closed today with a clear dip, 910.69 , down 7.17 points or -0.78% . The mood was not dramatic, but distinctly alert, like a room where the air changes just enough to notice. Tod...

Paolo Maria Pavan TODAY'S MARKET PULSE

26 giu 2025

Why Most CEOs Sleepwalk Into Economic Downturns And How the Business Cycle Clock Exposes Their Denial

Paolo Maria Pavan

Why Most CEOs Sleepwalk Into Economic Downturns And How the Business Cycle Clock Exposes Their Denial

The Illusion of Progress: Why “Waves” Matter More Than Numbers Let’s begin where most articles end: the business cycle is not a spreadsheet artifact or a journalist’s cliché. It is the heartbeat of ou...

DUTCH ECONOMY Paolo Maria Pavan

26 giu 2025

Jun 25, 2025 | Amsterdam Stock Exchange: A measured descent

Paolo Maria Pavan

Jun 25, 2025 | Amsterdam Stock Exchange: A measured descent

On June 25, 2025, the AEX Index closed at 917.86, marking a 0.73% decline from the previous day's close of 924.62. The index opened at 926.89, reached a high of 929.91, but gradually declined througho...

Paolo Maria Pavan TODAY'S MARKET PULSE

25 giu 2025

Why GDP Growth Is Bullsh*t if Jobs Are Shrinking and People Are Just Tired of Waiting

Paolo Maria Pavan

Why GDP Growth Is Bullsh*t if Jobs Are Shrinking and People Are Just Tired of Waiting

Let’s Start With the Boring Number: +0.4% That’s the Dutch GDP growth in Q1 2025, according to CBS’s second estimate. Yawn? No. Because if you think that number is just a bland statistical revision, f...

DUTCH ECONOMY Paolo Maria Pavan

25 giu 2025

Jun 24, 2025 | Amsterdam Stock Exchange: AEX Climbs Quietly

Paolo Maria Pavan

Jun 24, 2025 | Amsterdam Stock Exchange: AEX Climbs Quietly

The Amsterdam AEX closed today at 924.62 , up +7.83 points (+0.85%) , in what appears, at first glance, to be a polite day of trading. But let’s not confuse manners with meekness. Markets don’t always...

Paolo Maria Pavan TODAY'S MARKET PULSE

24 giu 2025

Why the Dutch Think They're Getting Richer (While Quietly Financing Their Own Misery)

Paolo Maria Pavan

Why the Dutch Think They're Getting Richer (While Quietly Financing Their Own Misery)

Let’s Start with the Headline Everyone’s Clapping For “Household real disposable income rose by 2.2% in Q1 2025 compared to a year earlier.” The statisticians at CBS want us to nod approvingly. Politi...

DUTCH ECONOMY Paolo Maria Pavan REAL ESTATE

24 giu 2025

Why €90 Billion in Dutch Profits Should Worry You More Than Impress You

Paolo Maria Pavan

Why €90 Billion in Dutch Profits Should Worry You More Than Impress You

When Numbers Stop Whispering and Start Revealing Gross profit before tax for non-financial companies in the Netherlands rose to €90.1 billion in Q1 2025, €4.7 billion higher than in Q1 2024. Operating...

DUTCH ECONOMY Paolo Maria Pavan

24 giu 2025

Jun 23, 2025 | Amsterdam Stock Exchange: A Gentle Ascent, Lightly Ignored

Paolo Maria Pavan

Jun 23, 2025 | Amsterdam Stock Exchange: A Gentle Ascent, Lightly Ignored

Today, the Amsterdam AEX Index closed at 916.79, a gain of 8.27 points, marking a +0.91% rise that was as composed as it was quietly unexpected. If you listened for drama, you’d be left in silence; th...

Paolo Maria Pavan TODAY'S MARKET PULSE

23 giu 2025

Why Dutch CEOs Are Slamming the Brakes And What It Really Says About the Netherlands

Paolo Maria Pavan

Why Dutch CEOs Are Slamming the Brakes And What It Really Says About the Netherlands

The Numbers Don’t Lie, But They Rarely Tell the Whole Truth April 2025: investments in tangible fixed assets dropped 2.3% compared to a year earlier. That’s not just a stat, it’s a signal. And if you’...

DUTCH ECONOMY Paolo Maria Pavan

23 giu 2025

Dutch House Prices Skyrocket Again! Because No One Trusts Anything Else Anymore

Paolo Maria Pavan

Dutch House Prices Skyrocket Again! Because No One Trusts Anything Else Anymore

Let me be clear from the start: house prices rising again is not news. It’s ritual. What matters now is not what has gone up, but why and why now . In May 2025, Dutch owner-occupied homes were on aver...

DUTCH ECONOMY Paolo Maria Pavan REAL ESTATE

23 giu 2025

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