31 July, 2026

Germany's industrial renaissance gathers pace with reforms, capex support and sector gains

Summary

Key Takeaways

Although the German economy is still characterised by a weak recovery, sluggish productivity and persistent supply constraints, the combination of an extensive infrastructure and defence spending programme and a package of 34 structural reforms is improving the medium-term outlook. While the direct impact on growth in 2027 is likely to be limited, more significant gains are expected over time, provided the reforms are implemented effectively.

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Germany's industrial renaissance gathers pace with reforms, capex support and sector gains

Summary

Key Takeaways

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Read the full article on the Amundi Research center

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