Economy January 28, 2026

Germany trims growth outlook for 2026 and 2027 amid trade uncertainty

Economy ministry points to stronger domestic momentum but external risks weigh on forecasts

By Leila Farooq
Germany trims growth outlook for 2026 and 2027 amid trade uncertainty

The German government has lowered its GDP growth projections for 2026 and 2027, citing rising uncertainty in international trade. The economy ministry said domestic momentum is supporting a cyclical recovery even as external headwinds persist. Fiscal measures, including a large infrastructure fund, are expected to provide a meaningful boost to growth in 2026, though actual deployment of investment has been slow.

Key Points

  • Government reduced 2026 growth forecast to 1.0% from 1.3% and trimmed 2027 forecast to 1.3% from 1.4%. Sectors impacted: overall economy, markets sensitive to GDP revisions.
  • Fiscal policy is expected to contribute about two-thirds of a percentage point to 2026 growth. Sectors impacted: infrastructure, construction, public investment-related supply chains.
  • A €500 billion special infrastructure fund was approved in March but only €24 billion had been invested by year-end, highlighting slow deployment. Sectors impacted: infrastructure projects, contractors, and capital expenditure-dependent industries.

The German government has revised down its near-term economic projections, cutting growth forecasts for both 2026 and 2027 as international trade conditions have become more uncertain.

In its annual economic report, the government pared back its forecast for 2026 to 1.0% from an earlier estimate of 1.3%. The revised projection still marks a marked improvement compared with the 0.2% expansion recorded in 2025, which followed two consecutive years of contraction.

The report quotes the economy ministry directly:

"The cyclical recovery is being supported by stronger domestic momentum, while external headwinds are easing somewhat."

For 2027 the government now anticipates growth of 1.3%, down from the previous expectation of 1.4%.

The paper also highlights the role of fiscal policy in the coming year. According to the report, government fiscal measures on their own are expected to add roughly two-thirds of a percentage point to GDP growth in 2026.

A central element of the fiscal strategy is a large special fund for infrastructure approved by parliament in March with a headline size of €500 billion. That initiative is intended to support investment, but its early implementation has been limited: by the end of the year only €24 billion of the fund had been invested. The report notes this slow pace as reflective of decision-making dynamics within Germany's federal system.

The combination of a downgraded growth outlook, an active fiscal stance and sluggish initial deployment of infrastructure funds frames a cautious near-term picture. Domestic demand appears to be the engine of recovery, while the outlook remains sensitive to developments in international trade and the speed at which planned public investment is realised.

Further details on specific sectoral effects are not provided in the report; the document confines itself to the aggregate forecasts and the broad fiscal context described above.


Bottom line: Growth forecasts for 2026 and 2027 were trimmed due to greater uncertainty in international trade, even as domestic momentum and fiscal measures - including a major infrastructure fund - are expected to support the recovery.

Risks

  • Increased uncertainty in international trade could weigh on export-dependent sectors and overall GDP growth.
  • Slow decision-making and implementation within Germany’s federal system may delay infrastructure spending, limiting near-term impact on construction and public investment-driven activity.
  • If fiscal measures do not translate into timely investment, the anticipated contribution of roughly two-thirds of a percentage point to 2026 growth may be smaller than expected, affecting markets that price in fiscal stimulus.

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