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Global manufacturing: Still expanding, rising delivery times
- Macro economy
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Global manufacturing PMI for September more or less stable compared to August. On the global scale, supply conditions are still stronger than demand conditions. Delivery times to DMs have lengthened, mainly for US, but shipping tariffs are coming down.
The Week Ahead - 6 - 10 October 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
ESG Economist - An introduction to nature-related risks
- Sustainability
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Economies are deeply reliant on ecosystem services like food, water, and climate regulation, yet alarming trends reveal the rapid degradation of critical natural ecosystems.
Housing market monitor - Income growth and a shortage of new supply are pushing up prices
- Macro economy
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We expect house price growth of 8.7% by 2025 (was 8%). Price growth is driven primarily by income growth and supply shortage. Housing transactions are expected to increase by 12.5% in 2025. Sales of investment properties boost housing transactions.
Eurozone services inflation edges up; Netherlands still an outlier
- Macro economy
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Eurozone inflation broadly steady, but services picks up in key economies. The Netherlands: September CPI rises after 4 months of decline.
US Watch – Government shutdown adds labour market noise
- Macro economy
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This morning, the US government went into shutdown. Democrats and Republicans couldn’t agree on a bill funding government services beyond October. Even though Republicans control Congress, their slim majority is insufficient for to pass the 60-vote threshold needed in the Senate. Democrats used this leverage to try to improve healthcare access for Americans, by demanding an extension of tax credits on health insurance set to expire in January, and to reverse some OBBBA cuts to Medicaid and various health agencies. Republicans refused to comply, and no resolution was found before the funding deadline expired.
ESG Economist - The Netherlands’ GHG reduction slows down
- Macro economy
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General elections in the Netherlands are scheduled for 29 October, offering a good moment to review the outgoing government’s climate policies and the latest developments in greenhouse gas (GHG) emissions and other climate-related variables.
China - September PMIs point to some improvement
- Macro economy
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Following weak July/August data, September PMIs show some improvement on balance. China’s two manufacturing surveys show quite some divergence.Official non-manufacturing PMI further down, but composite PMIs up. Annual GDP growth still expected to slow in 2H-25, targeted support expected but no ‘bazooka’.
ABN AMRO ESG Investor Survey – 2H 2025
- Macro economy
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ABN AMRO is pleased to share the outcome of its annual investor survey. The survey is aimed at better understanding investors' behaviour, preferences and screening criteria for fixed income ESG investing. The outcome of the survey will also be presented during a webinar held on Monday, the 20th of October, at 14h CET.
The Week Ahead - 29 September - 3 October 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.