Germany's Resurgent Economic Optimism Takes Hit from War -- Market Talk

Dow Jones03-25 20:17

1217 GMT - The decline in Germany's Ifo index shows the Middle East war has blasted away resurgent optimism among businesses, ING's Carsten Brzeski says in a note. "Coming from the highest level since last summer, Germany's most prominent leading indicator took a severe hit as the war in the Middle East, soaring energy prices, and new uncertainty dented previous optimism." The index declined to 86.4 in March, from 88.4. However, the conflict has changed a lot but not everything. The situation isn't yet comparable to 2022, when energy prices and fiscal stimulus during the pandemic fueled an inflation wave and then a wage-price spiral, Brzeski says. The drivers of Germany's rebound, especially fiscal stimulus for defense and infrastructure, are still present, he says. (edward.frankl@wsj.com)

(END) Dow Jones Newswires

March 25, 2026 08:17 ET (12:17 GMT)

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The situation isn't yet comparable to 2022, when energy prices and fiscal stimulus during the pandemic fueled an inflation wave and then a wage-price spiral, Brzeski says. The drivers of Germany's rebound, especially fiscal stimulus for defense and infrastructure, are still present, he says. 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However, the conflict has changed a lot but not everything. The situation isn't yet comparable to 2022, when energy prices and fiscal stimulus during the pandemic fueled an inflation wave and then a wage-price spiral, Brzeski says. The drivers of Germany's rebound, especially fiscal stimulus for defense and infrastructure, are still present, he says. 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