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China - November PMIs point to further slowdown
- Macro economy
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November PMIs point to further weakening of growth momentum. Both manufacturing PMIs in contraction territory, divergence narrows. Services and composite PMIs also came down. More targeted support expected to safeguard GDP growth in 2026.
ESG Economist - Efficiency progress is a climate game changer
- Macro economy
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In this analysis, we examine the trend in emission intensity based on greenhouse gases in the EU-27. Emissions intensity indicates the level of greenhouse gas emissions per unit of activity. Energy and emissions intensity are expected to continue to decline, provided that the EU does not relax its climate policy too much.
ESG Economist - Will the Netherlands meet the EPBD targets?
- Macro economy
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In May 2024, the European Commission introduced the revised Energy Performance of Buildings Directive (EPBD), a significant regulation designed to improve the energy efficiency of buildings across the European Union (EU). The directive sets ambitious targets, including the goal of achieving a fully decarbonized building stock by 2050. In this note, we analyse the current state of the Dutch residential real estate sector and project whether the country is on track to meet the ambitious targets set by European regulations.
Dutch manufacturing production growing reasonably fast
- Macro economy
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The cautious recovery of the Dutch manufacturing industry continues, although the growth rate of production slowed slightly in November, according to the Nevi Dutch Manufacturing PMI.
The Week Ahead - 1 - 5 December 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
Macro Watch - UK budget pleases bond markets; BoE to cut in December
- Macro economy
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Backloaded belt tightening reflects backloaded growth downgrade. Fiscal pain is delayed, yes, but so is the forecasting pain. BoE now more likely to deliver a Christmas rate cut. Recovery Sterling likely in the near term.
ESG Strategist – EuGBs outperform regular green bonds
- Sustainability
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Bonds issued under the EU Green Bond Standard (EuGBs) outperform regular green bonds both in primary and secondary markets, with higher investor demand and stronger pricing performance. On average, EuGBs attract larger orderbooks at issuance and price at lower new issue premia than regular green bonds and other investment-grade bonds issued during the same timeframe, however, this trend is most prominently visible within corporate bond issuers. After issuance, EuGBs experience more significant spread tightening than regular green bonds, especially in SSA and corporate bonds, with EuGBs from banks actually underperforming in secondary market. EuGBs exhibit lower volatility in secondary markets compared to regular green bonds, as measured by the standard deviation of z-spreads. Our findings are constrained by the small sample size of EuGBs issued year-to-date, limited comparability across ratings and sub-sectors, and the inability to conduct more robust statistical analyses.
The Week Ahead - 24 - 28 November 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
Podcast - Exploring Global Trade Dynamics: Tariffs, 'Chokepoints,' and Economic Shifts
- Macro economy
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In the second episode of ABN AMRO's new podcast, 'Talking Macro,' host Bill Diviney, Head of Macro Research, discusses Europe's perspective on global economic developments.
ESG Economist - Natural gas remains an industrial lifeline
- Natural resources
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Gas consumption in industry remains high, hindering the acceleration of industrial decarbonisation. Although gas consumption in the EU has declined since 2017, natural gas remains a crucial energy source for energy-intensive industries.
