As Germany and Europe open the fiscal floodgates, the continent is poised for a transformative wave of economic changes. We analyze Germany’s unprecedented, near €1,000 billion infrastructure and defence package and the EU’s ambitious €800 billion “ReArm Europe” defense plan. What are the potential impacts on growth, inflation, and Europe’s long-term economic trajectory? We dive into the key drivers behind this historic spending surge, explore how it could reshape Europe’s economic landscape, and discuss the challenges ahead. Will these investments propel Europe into a new era of growth, or will risks like inflation and high debt derail progress?

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