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 Read more
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 Read more
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 Read more
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 Read more
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 Read more
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 Read more
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 Read more
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 Read more
Jun 23, 2025 | Amsterdam Stock Exchange: A Gentle Ascent, Lightly Ignored by Paolo Maria Pavan Jun 23, 2025 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 Read more
Why Dutch CEOs Are Slamming the Brakes And What It Really Says About the Netherlands by Paolo Maria Pavan Jun 23, 2025 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 Read more
Dutch House Prices Skyrocket Again! Because No One Trusts Anything Else Anymore by Paolo Maria Pavan Jun 23, 2025 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 Read more
Jun 20, 2025 | Amsterdam Stock Exchange: Under the Quiet Radar by Paolo Maria Pavan Jun 20, 2025 The AEX closed at ~929.5 today, retreating 0.5 % , and bringing the weekly drop to nearly 1.3 % . It was a subdued, corrective cadence, steady without turning bearish, but not confident enough to recl... Paolo Maria Pavan TODAY'S MARKET PULSE Read more