Dutch exports cool as buyers hesitate Paolo Maria Pavan What is the situation ? Dutch goods export volume rose 1.6% year on year in February 2026, after 1.4% in January and 6.8% in December 2025. Goods imports fell 0.3%. CBS reports growth from machinery, ... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 14, 2026
Dutch bankruptcies are the new normal Paolo Maria Pavan What is the situation ? In March 2026, Dutch business bankruptcies rose 12% to 301 cases, and the bankruptcy rate increased to 8.1 per 100,000 companies from 7.4 a year earlier. This elevated bankrupt... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 13, 2026
Dutch industry stays flat under sector stress Paolo Maria Pavan What is the situation ? Dutch industrial production fell 0.7% year over year in February 2026. Three out of four subsectors contracted. The sharpest drops were in machine repair and installation (-15.... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 12, 2026
Dutch Consumption Weakens, Margin Pressure Builds Paolo Maria Pavan What is the situation ? Dutch household consumption fell 0.5% year over year in February 2026. Durable goods dropped 1.1%, energy and motor fuels 3.9%, while services rose 0.1% and food 0.3%. In March... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 11, 2026
Fuel shock reopens margin risk Paolo Maria Pavan What is the situation? Dutch inflation rose to 2.7% in March 2026, up from 2.4% in February. The sharpest pressure came from fuel. Motor fuel prices increased 18.7% year on year, and diesel jumped 25%... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 10, 2026
Housing costs are becoming a wage issue Paolo Maria Pavan What is the situation? Dutch house prices rose 6.2% year-on-year in Q4 2025. Existing homes averaged €486,000; new builds, €520,000. This marks eight straight quarters of growth. The signal is not onl... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 9, 2026
Dutch trade shifts from fuel to chips Paolo Maria Pavan What is the situation? CBS preliminary 2025 data: exports €655bn, imports €582bn, both up 1.4%. Volume stable, but export mix shifted sharply. Export growth came mainly from re-exports, which contribu... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 8, 2026
Wage pressure slows, margins still tighten Paolo Maria Pavan What is the situation? Dutch CAO wages rose 4.5% year-on-year in Q1 2026, down from 5.4% a year earlier and below the 6.8% peak in Q3 2024. But the slowdown should not be mistaken for relief. Real wag... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 6, 2026
Land costs are repricing faster Paolo Maria Pavan What is the situation? Dutch new-build plot prices rose 13.6% in 2025, and 15.3% year on year in Q4 2025. This was the fourth straight quarter of faster growth. Average plot prices now range widely by... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 5, 2026
Dutch e-commerce margin squeeze deepens Paolo Maria Pavan What is the situation? Dutch e-commerce spending fell 1% to €35.7 billion in 2025, while transaction volume stayed flat at 347 million purchases. Cross-border orders rose 9% to 44.8 million, and Chine... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 4, 2026
Retail growth, but not real demand Paolo Maria Pavan What is the situation? Dutch retail turnover rose 1.3% in February 2026, but sales volume rose only 0.6%. That means part of the growth came from price, not from more units sold. Online turnover incre... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 3, 2026
Dutch economy softens further in March Paolo Maria Pavan What is the situation? CBS says the March 2026 business-cycle picture weakened further. Nine of thirteen indicators were below their long-term trend. Consumer confidence fell to -30 from -24 in Februa... Paolo Maria Pavan TODAY'S MARKET PULSE Apr 2, 2026
