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The Week Ahead - 8 - 12 December 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
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.
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.
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.
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 - China: The need to rebalance remains despite trade deal
- Macro economy
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Supply-demand imbalances have not really been tackled in 2025. Extension of the US-China truce will reduce external risks in 2026, but there is still a need to rebalance. We expect a stepping up of targeted measures to support domestic demand, but still no ‘bazooka’. China-US/West: Fragile equilibrium holds after trade deal with US, strategic decoupling to continue. We expect annual GDP growth to slow from 5.0% in 2025 to 4.6% in 2026, and to 4.3% in 2027.
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.