Dutch Market Moves? Paolo Pavan Explains Why

147 Articles

Paolo Maria Pavan ×

Why the Government Keeps Hiring and What It’s Quietly Preparing For.

by Paolo Maria Pavan

Jul 7, 2025

There Are No Numbers Without Intent. When we say that in 2024 the Dutch government employed over 1.1 million FTEs, we are not simply citing statistics. We are revealing a strategic shift in the archit...

DUTCH ECONOMY ES IT NL Paolo Maria Pavan

Why the Dutch Economy "Grew" Without Actually Moving, And Why That Should Worry You

by Paolo Maria Pavan

Jul 4, 2025

The Illusion of Movement: A Story of 1.1 Percent Imagine standing at a railway station, watching a train that seems to move, only to realize it's your own platform slowly sliding forward, powered not ...

DUTCH ECONOMY ES IT NL Paolo Maria Pavan

Why “Growth” Is the New Lie We Tell Ourselves in the Netherlands This Quarter

by Paolo Maria Pavan

Jul 3, 2025

Why I Care About Retail Turnover (And You Should Too) Let’s be clear: I’m not in love with numbers. I’m in love with what they betray. Retail turnover in May 2025 grew by 2.2% compared to May 2024. If...

DUTCH ECONOMY ES IT NL Paolo Maria Pavan

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

by Paolo Maria Pavan

Jul 2, 2025

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

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

by Paolo Maria Pavan

Jul 1, 2025

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

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

by Paolo Maria Pavan

Jun 26, 2025

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

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

by Paolo Maria Pavan

Jun 26, 2025

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

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

by Paolo Maria Pavan

Jun 25, 2025

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

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

by Paolo Maria Pavan

Jun 25, 2025

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

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

by Paolo Maria Pavan

Jun 24, 2025

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

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

by Paolo Maria Pavan

Jun 24, 2025

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

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

by Paolo Maria Pavan

Jun 24, 2025

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

1
…
3
4
5
…
13