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The Week Ahead - 15 - 19 December 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
The Week Ahead - 8 - 12 December 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
The Week Ahead - 1 - 5 December 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
The Week Ahead - 24 - 28 November 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
The Week Ahead - 17 - 21 November 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
Global Outlook 2026 - The Netherlands: Bottlenecks keep a lid on the economy
- Macro economy
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The growth outlook improves moving into 2026, but bottlenecks and competitiveness issues constrain potential growth. We expect GDP growth to average 1.7% in 2025, 1.2% in 2026, and 1.4% in 2027. Labour market tightness eases, but the unemployment rate will only increase marginally. Inflation stays above the eurozone aggregate, due to tax changes and services prices.
Global Outlook 2026 - The shifting world order
- Macro economy
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The transition from one world order to another is in full swing, but it is still unclear how that new world order will look. The advent of AI, China’s rise, and the US’s relative decline offer challenges but also opportunities. The trade war weapon du jour has shifted from tariffs to chokepoints, creating new challenges for governments and manufacturers. Fiscal troubles in France and the UK are likely to remain a worry. Global growth has been remarkably resilient given the headwinds. We expect that resilience to continue in 2026, albeit with considerable risks.
The Week Ahead - 10 -14 November 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
The Week Ahead - 3 - 7 November 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
Dutch elections - Convergence in polls suggest a tight race
- Macro economy
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The Dutch head to the ballot box coming Wednesday, polls suggest that support for the four largest parties has converged. A centrist 4-party coalition now could have a majority, but is being ruled out for now by the centre-right VVD party-leader Yeşilgöz. Such a coalition has overlap but also large differences, suggesting a challenging formation process lies ahead. The election programme of each of the parties points to higher deficits in the coming years... but for next year, we expect the impact on the funding need to be limited because the policy changes will take time to have an effect. Unlike two years ago, the pension transition is not on the political agenda during these elections.
