EZB8RISK / Market Briefing

Dutch markets are treading water, with the AEX indicated slightly lower as AI-related names carry much of the index's momentum, leaving it sensitive to shifts in that theme. Bond y

Dutch markets are treading water, with the AEX indicated slightly lower as AI-related names carry much of the index's momentum, leaving it sensitive to shifts in that theme. Bond yields remain a drag on the Dutch equity ETF, which slipped as borrowing costs stay elevated. On the domestic front, retail sales growth improved, the government scrapped a planned wealth tax over concerns about wealthy residents leaving, and a hydrogen fuel cell port vehicle project at Rotterdam highlighted continued industrial innovation.

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