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2025-12-16 18:30:34
[The Gap Between Expectations and Reality: Market Divergence Amid Germany's "Fragile" Economic Recovery] ⑴ The German think tank ZEW stated on Tuesday that Germany's investor confidence index rose to 45.8 points in December, significantly higher than the market expectation of 38.7 points and also higher than November's 38.5 points. ⑵ ZEW Chairman Ashim Wambach pointed out that after three years of economic stagnation, the possibility of economic recovery is increasing, and this positive shift is already reflected in market sentiment. ⑶ He stated that expansionary fiscal policies will provide new growth momentum for the German economy, mainly referring to the government's approval of a substantial increase in public spending in the defense and infrastructure sectors. ⑷ However, in stark contrast to the improved future expectations, the assessment index of the current economic situation deteriorated to -81.0 points, lower than November's -78.7 points. ⑸ Wambach emphasized that the economic recovery process remains fragile, with key risks including ongoing trade conflicts, geopolitical tensions, and insufficient investment.
