Perspectives Economics provides monthly updates from our research team, offering comprehensive analysis of global economic trends, policy developments, and macroeconomic indicators.
Outlook economics June 2026
Key findings
- USA: The AI boom remains the key growth driver, crowding out other investments
- Germany: The services sector remains solid, while manufacturing is losing momentum
- France: A mixed bag of partly contradictory economic data
- Switzerland: Moderate real growth in consumer spending
- United Kingdom: The political environment remains turbulent, while inflation has taken a breather
- China: Strong exports contrast with weak domestic demand
Chart of the month
The gap between exports from and imports to China continues to widen in the eurozone. This has prompted the EU to place greater political focus on reducing dependence on foreign suppliers and addressing the decline of manufacturing. Particular attention is being paid to strategically important sectors such as electric vehicles and batteries, where Europe has now clearly fallen behind in terms of global export share. In response, the EU has introduced the Industrial Accelerator Act, which, among other measures, provides for a “Made in EU” criterion in public procurement as well as stricter requirements for foreign
direct investment.
