The fiscal stimulus effect outweighs trade concerns, leading to a significant rebound in German investor confidence.

Jin10 data reported on June 17, investors' confidence in the German economy is stronger than expected, as the impending surge in public spending has overshadowed concerns about the upcoming U.S. tariffs. The ZEW Economic Sentiment Index rose from 25.2 to 47.5 in June, and the Current Economic Situation Index also improved. However, despite this largest European economy exceeding growth expectations earlier this year, opinions are divided on whether the growth momentum will fade or transform into a sustainable recovery. Some analysts predict that after two years of contraction, the country will return to growth in 2025. They expect GDP to rise by 0.2%, a more optimistic outlook than most other forecasters' recent predictions of stagnation.