Germany: Stimulus, supply chains, and the road to recovery

After years of stagnation, fiscal stimulus is lifting Germany’s defence and infrastructure spending, with foreign demand for capital goods offering additional uplift.

But structural problems remain, and the reform agenda is now at risk of stalling. Join our economists for a look at what’s driving Germany’s cyclical recovery, consumer demand, and what the path ahead means for industry and investment.

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Speakers

Alexander Valentin

Alexander Valentin is a Senior Economist at Oxford Economics, specialising in thematic research and macroeconomic forecasting as part of the Eurozone team. He provides country coverage across Germany, Austria, and Luxembourg, producing monthly forecasts, regular country reports, and bespoke research.

Previously, he worked at Deutsche Bundesbank, EY, and Commerzbank. He holds a Ph.D. and M.Sc. in Economics from Goethe University Frankfurt and a B.Sc. from the University of Mannheim, with additional studies at the University of Stockholm and the University of Michigan.

Senior Economist, Macro Forecasting and Analysis