Why GDP Growth Is Bullsh*t if Jobs Are Shrinking and People Are Just Tired of Waiting by Paolo Maria Pavan Jun 25, 2025 PAOLO MARIA PAVAN 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 PAOLO MARIA PAVAN 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 PAOLO MARIA PAVAN 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 PAOLO MARIA PAVAN 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 PAOLO MARIA PAVAN 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 PAOLO MARIA PAVAN 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 PAOLO MARIA PAVAN 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 PAOLO MARIA PAVAN 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
Why a One-Point Rise in Consumer Confidence Is More Dangerous Than a Crash by Paolo Maria Pavan Jun 20, 2025 PAOLO MARIA PAVAN A Whisper Louder Than Despair The Netherlands blinked in June. Not quite hope, just a blink. Consumer confidence, as measured by CBS, nudged itself from -37 in May to -36 in June. A single point. A ro... DUTCH ECONOMY Paolo Maria Pavan Read more
Jun 19, 2025 | Amsterdam Stock Exchange: Quiet Ripples, Not Shocks by Paolo Maria Pavan Jun 19, 2025 PAOLO MARIA PAVAN The AEX closed on 909.30 , down 7.80 points or -0.85% , sliding beneath a key round number it hasn’t seen since mid‑May. Tone of the Day: Subdued Under Strain On surface, a modest drop. Beneath it, a ... Paolo Maria Pavan TODAY'S MARKET PULSE Read more
WOZ 2025: When Numbers Pretend to be Neutral, But Never Are by Paolo Maria Pavan Jun 19, 2025 PAOLO MARIA PAVAN The Illusion of Value, the Certainty of Tax Here’s the headline: In 2025, the average WOZ value of Dutch homes is up 5%. That’s €398,000 on average, the benchmark figure municipalities use to calculat... DUTCH ECONOMY Paolo Maria Pavan REAL ESTATE Read more
Why “Stable” Unemployment Figures Are the Most Dangerous Lie in the Dutch Economy by Paolo Maria Pavan Jun 19, 2025 PAOLO MARIA PAVAN May 2025 and apparently, nothing happened. That’s what the numbers would like us to believe. 3.8% unemployment , same as April. A tidy -2,000 drop in the number of people without work. 7,000 new jobs ... DUTCH ECONOMY Paolo Maria Pavan Read more