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EU Trims Italy’s 2025 Growth to 0.4% as Brussels Endorses Deficit Path

A decision on ending the excessive‑deficit procedure will follow Eurostat’s April validation of Italy’s 2025 accounts.

Overview

  • Italy’s GDP is now forecast to grow 0.4% in 2025, then 0.8% in both 2026 and 2027, leaving the country near the bottom of the EU growth table.
  • The Commission projects the deficit at 3.0% of GDP in 2025, 2.8% in 2026 and 2.6% in 2027, broadly mirroring the government’s Documento programmatico di bilancio.
  • Brussels will decide on closing the excessive‑deficit procedure in spring 2026 after Eurostat’s April data, with a working 2.98% estimate testing the ‘below 3%’ rule and potentially unlocking temporary defense‑spending leeway.
  • Italy’s debt ratio is seen around 137% of GDP in 2027, keeping it among only four EU members above 100% and adding pressure from rising interest costs.
  • The outlook relies on PNRR‑financed public investment and modest household consumption, while the Commission flags downside risks from higher global trade barriers and possible financial‑market corrections.