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Euro Area Economic Forecast

Euro Area Economic Outlook

GDP growth is seen at a three-year low this year as the spike in energy costs weighs on the disposable income of households, in turn, the growth of their consumption. Additionally, exports will decelerate notably compared to last year amid U.S. tariffs and crude oil supply disruptions for refiners. A resumption of a full-scale U.S.-Iran war is a downside risk.

Euro Area Inflation

Inflation rose to 3.0% in July from 2.8% in June and further above the ECB’s 2.0% target, driven by surging energy prices amid renewed U.S.-Iran hostilities. Inflation is projected to average a three-year high in 2026 and remain above target until 2028 amid higher energy prices, which will also stoke the cost of food, goods and services.

This chart displays Economic Growth (Real GDP, ann. var. %) for Euro Area from 2010 to 2025.

2021 2022 2023 2024 2025
Unemployment (% of active population, aop) 7.7 6.7 6.5 6.4 6.3
Industrial Production (ann. var. %) 9.0 1.9 -1.7 -3.0 1.6
Money (ann. var. of M2 %) 7.0 3.6 -0.8 3.2 3.1
GDP per Capita (USD) 42,563 41,169 44,835 46,444 50,078
Fixed Investment (ann. var. %) 3.6 2.3 2.8 -2.3 3.1
Economic Growth (Real GDP, ann. var. %) 6.4 3.7 0.6 1.0 1.3
Private Consumption (ann. var. %) 4.6 5.3 0.6 1.3 1.5
Public Debt (% of GDP) 93.8 89.3 86.9 87.0 87.8
Fiscal Balance (% of GDP) -5.1 -3.4 -3.5 -3.0 -2.9
Merchandise Exports (USD bn) 2,876 3,025 3,051 3,044 3,263
Merchandise Imports (USD bn) 2,531 3,077 2,769 2,653 2,847
Current Account Balance (% of GDP) 2.7 -0.3 1.6 2.7 1.6
International Reserves (USD bn) 1,197 1,188 1,268 1,449 2,087
Merchandise Trade Balance (USD bn) 345 -52 282 391 415
Policy Interest Rate (%, eop) 0.00 2.50 4.50 3.15 2.15

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