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Global Scans · Germany · Weekly Summary


  • [New] According to estimates by the German IFO Institute, even with an imminent end of the war in Iran and the decline in oil prices, inflation in Germany will accelerate from the previously expected 2% to 2.4% by the end of 2026. investing.com
  • [New] Generative AI and agentic AI are still in their early stages for German companies and investors - yet the potential for M&A is significant: 76% already use AI in due diligence, and 83% expect AI to improve post-merger integration. KPMG
  • [New] Airbus is working at full throttle to offer the German Air Force an operational Uncrewed Collaborative Combat Aircraft system by 2029. Airbus
  • [New] Emerging markets such as India and China are expected to drive substantial aircraft demand growth over the next decade, while established markets including the U.S., United Kingdom, and Germany will continue to support stable growth. Export Development Canada
  • [New] For German industry, which had just begun to stabilise after the Russian gas shock, a second energy disruption in four years threatens to entrench the perception that European manufacturing faces structural energy cost disadvantage. The Rio Times
  • [New] Germany, which is ranked at the 10th spot, is expected to contribute 0.9% to the global GDP growth, while the rest of the European countries do not figure on the IMF's top 10 list. @mathrubhumi
  • [New] Around 100,000 positions or around 8% of jobs in the car sector are expected to disappear by 2030 in Germany. Politico
  • [New] We forecast 0.6% growth in 2026 constrained by tariff headwinds and a slower-than-planned stimulus rollout. / Germany EY
  • [New] Germany: expected to exit stagnation, but growth should remain moderate, as fiscal expansion does not address underlying structural issues. EY
  • [New] We still see the peak impact on growth occurring in 2027 at +0.8 pp in Germany and +0.3 pp at the euro area level. EY
  • [New] Germany and Norway is expected to be the key investment markets backed by aggressive green hydrogen subsidies. Yahoo Finance
  • [New] Currently, the debate about supply chain resilience in Germany and Europe is focused on obtaining primary critical minerals, but clearly, the next issue will be secondary critical minerals. DGAP
  • [New] German fiscal policy will take center stage in 2026, contributing to close to half of the 1.1% growth it expects for Germany in 2026. CNBC
  • [New] Germany last year exempted most defence spending from constitutionally enshrined debt limits and current budgets foresee Berlin spending more than 500 billion euros ($593 billion) on defence between 2025 and 2029. Space War
  • [New] Germany's huge fiscal expansion is now starting to show up in macro data, and investors are betting it will turbo-charge European growth in the coming months. CNBC
  • [New] Germany's mandate requiring new data centers to use 100% renewable energy by 2027 is a clear example, forcing operators to secure verifiable clean power sources as a condition of entry. EnkiAI - Find the right insight
  • [New] Germany's Special Fund for Infrastructure and Climate will provide a significant growth boost to the construction industry. Roland Berger
  • [New] Germany will seek strategic partnerships with China amid U.S. tariffs. The Asia Cable
  • [New] Momentum is expected to ramp up further as fiscal impulse peaks over 2026. / Germany Natixis - Natixis CIB
  • [New] Germany's upcoming spending bill will drive fiscal impulse across the Euro-area, counterbalancing negative fiscal inputs from France, Italy, and Spain to a 0.2 pp increase over 2026 before dropping to -0.2 pp in 2027. Natixis - Natixis CIB

Last updated: 17 March 2026



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