Bank of France Governor Raises Growth Forecasts, Stresses Fiscal Discipline

Bank of France Governor François Villeroy de Galhau has increased the bank’s growth outlook for 2025 and 2026 while outlining fiscal targets to avoid a deficit above 5 % of GDP. He attributes resilience to entrepreneurial commitment and a more favorable international context, though he cautions that political uncertainty dampens spending. The governor says the next budget will target a deficit of 5.3 % of GDP, unchanged from 2025, and that a 4.8 % target is needed for 2026 to stay below the 5 % threshold. He stresses the need to bring the deficit to 3 % by 2029 to stabilise debt‑to‑GDP, warning that higher interest payments would erode spending on education, security and digital. He notes that Chinese imports into Europe rose 11 % in volume and fell 9 % in price, and that the ECB will keep rates unchanged, highlighting the need for a digital euro and greater flexibility in public spending rather than tax cuts.

© Banque de France 2025.
Summary adapted from material on the Banque de France website (https://www.banque‑france.fr ).

https://www.banque-france.fr/en/governors-interventions/le-figaro-deficit-above-5-would-put-france-risk

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