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France Unveils Compromise 2026 Budget as Decision on 49.3 or Ordinance Nears

The government courts Socialist support to avoid censure, with financing and the adoption method still undecided.

Overview

  • Prime Minister Sébastien Lecornu set a 5% of GDP deficit goal and outlined a targeted rise in the activity bonus of about €50 a month for over 3 million low‑income working households, with an annual cost estimated around €2 billion.
  • There will be no increase in household taxation, with the income‑tax scale reindexed to inflation and retirees’ 10% abatement preserved, while student grants are maintained, €1 university meals start in May, and 2,000 Education Nationale posts are added.
  • Housing measures include €400 million in extra support for social landlords, retention of MaPrimeRénov’, and plans to create a private landlord status, with the previously floated APL “white year” dropped.
  • Ministry operating outlays are slated to fall in nominal terms compared with last year, with defense, education, justice, interior and agriculture protected, and local authorities asked to contribute €2–€2.5 billion, according to budget officials.
  • Key financing levers remain in flux as ministers finalize figures for a corporate profits surtax—potentially sparing mid‑caps—while the Socialist Party hails “real advances,” employer groups seek clarity, and a choice between Article 49.3 and an ordinance is due by Tuesday.