We were delighted to host ourexclusive online event: ‘2026 German and French politics outlook’ on Thursday 22 January.
Our Head of German Monitoring, Tarik Oran and Head of French Monitoring, Vincent Tournebize provided an outlook on German and French politics in 2026, focusing on where political constraints, fiscal choices, and geopolitical pressures are most likely to translate into concrete policy outcomes.
Drawing on DeHavilland’s 2026 outlooks for Germany and France, Tarik and Vincent assessed how both governments navigate shrinking reform space, budget pressures, industrial and energy policy delivery, and EU-level negotiations, covering:
- Germany: coalition stability, fiscal firepower vs real-economy delivery, competitiveness and industrial policy, energy and climate trade-offs, and the political risks created by elections and budget constraints
- France 2026: budget adjustment scenarios, defence and nuclear doctrine, energy and nuclear timelines, reindustrialisation and permitting reform, and agriculture and trade pressures
- EU and cross-border implications: how German and French positioning shapes EU fiscal debates, industrial policy, energy markets, defence cooperation, and the post-2027 policy agenda
If you missed the session, you can rewatch it by filling the form below.