Wednesday, October 21, 2026

Is There A Budget Shortfall About To Fall Into Place? (In Germany)

 Well....for 2027's budget....YES.

The Bundesrechnungshof (Germany’s independent Federal Court of Auditors) analyzed the 2027 draft budget and says a budget gap (Deckungslücke) of 160.7 billion Euro exists.

The way to look at this?  There are planned expenditures of 555.4 billion Euro....with a projected tax revenues of 394.7 billion Euro.  Roughly speaking....it's around 30-percent of spending that is not currently covered by revenues and must be financed primarily through new bank-borrowing.

Remarkably sounding like 2024?  Well....under the SPD-coalition....they had a serious budget failure, and the FDP-partner (owning the Finance Army of the gov't)....refused to borrow excessive funds.

Merz so far?  He has NOT said much.

Ukraine hoping to get more funding via Germany?  I'd say extra funds are near impossible to talk about.

What can you blame the spending upon?

Mostly social spending (largest category): Around 201–239 billion Euro. Roughly 132 billion Euro of that is federal subsidies to the statutory pension insurance alone. 

Defense (biggest growth driver)? The core defense budget rising from 83 billion Euro (2026) to 110 billion Euro (2027), a jump of roughly one-third. 

Massive taxation coming?  Well....you'd have two choices....borrowing more money and hoping for a economic turn-around (not likely).....or collapse the gov't (like at the end of 2024) and leave it for some other idiots clean up.

I could see some idiots at the SPD and CDU hoping for a collapse....getting the Greens into some win-win position...forming a coalition with the Linke Party and SPD Party, and blaming the massive tax increase on the Greens for a year or two.

As for 2027?  Don't go expecting a lot of positive economic news.

Three Political Predictions (For Germany)

 1.  January leadership meeting for SPD (left-of-center)....results in Manuela Schwesig (current Minister-President of Mecklenburg-Vorpommern) as new party 'boss'.

She'll find some brief path for numbers bumping up for the SPD....from current 14-percent to 18-percent....taking votes primarily from Greens/Linke Party.

I'm not saying SPD has a win-factor (AfD will have near 28-percent on polling), but AfD can't get a coalition gov't formed, and the CDU-CSU folks are weakened enough to be in third-place.

2.  Within 4 months, Merz's coalition gov't collapses.  SPD will see the CDU at their weakest point since 1945.  Oddly, this weakness problem will extend to Bavaria....with the CSU harmed by the national CDU strategy.

3.  Finally, I think starting around the last day or two of October....the French riots will start up in Germany, and prove to be a public safety problem over the entire month of November.  Merz has limited ability to halt the riot-damage.  Some odd blame will be centered on Putin/Russia....suggesting they hyped the riot crowd.  

21 Oct 2026: Germany: 12 Stories

 1.  NFL commissioner says the Sunday game in Paris is a 'go'.  No intention to cancel or move the game.  Just a humble view....Paris police probably would need a couple thousand to ensure fans to reach the arena.

2.  There are internal 'warning' documents for the German Bundeswehr (Army) that Russian sabotage is now possible (on German soil). (Focus)

3.  Some belief here in Germany that Paris-like riots are possible in Germany.  Whole different reaction by German police, and surveillance is probably double what the French police use.

4.  Weird talk last night on ZDF (public TV, Channel 2) public forum how....Marcus Lanz Show.  Topic?  Apocalypse....doomsday....chaos.  

5.  New poll on support for Chancellor Merz....now down to 10-percent.  Ninety-percent of those polled....said that it's time to have a new Chancellor.  

6.  Berlin-City police are now preparing for France-like riots.  

7.  Somehow....some German luggage that was destined for Valencia (Spain)....got routed to Chicago.  

8.  Bavaria (the state) poll....CSU is at the lowest point of past three years.....AfD at highest point (still in 2nd place).

9.  FORSA poll....indications of a majority of German now believe in a early collapse of the Merz coalition (CDU-CSU-SPD). 

10.  I was at a local Ikea store last week....around 12:30.  Walking past the restaurant area...it's jam-packed full....probably 400 folks.  I have to admit....per-plate....it is probably the cheapest place to eat in the region.

11.  Amazon says they will invest near 4.8-billion Euro in Hessen (the state).  There are four sites that are being reviewed, for these data-centers.  I gazed at the map....one of them is about 10 miles east of my place....near the Flughafen/Airport.  All centered around Frankfurt apparently.

12. Massive accident here in Hessen (Bad Homburg) last night.....six wild boar crossing a road......car wiped-out (six dead boar, two injured humans)....at least 100,000 Euro in vehicle damage.  Road had to be shutdown for several hours...to clear the mess.

Tuesday, October 20, 2026

Three Observations

1.  Chancellor Merz gave a 'talk' with Bloomberg business TV this AM....was asked about the France riot business.

His response?  “The reason for this is migration.” 

Then he gave a brief insight....blaming bot immigration and poor integration.

If you'd been the journalist....you should then ask...how is France different from Germany.

I would make the observation....if you went to burning down Hamburg, Bremen, or Essen....the German police would look closely at the riot-crowd....determine that 90-percent seem to be German and ask questions. It'd be classified as 'revolutionists'....not migrants.

2.  Why Germans don't really 'fret' over Russia or 'war'?

I would offer three basic reasons.  First, on a economic scale...other than selling oil/natural gas....Russia is at the same level as Albania (a belief of Germans).  Second, the folks who do 'fret'....are probably over the age of 70, and readily remember THE WAR, and the 1950s/1960s.  The rest of the crowd don't see a war-worry.  Third and final....if Facebook and Tic-Tok made a big deal over this....there would be worry...but you just don't see that type of chatter.

3.  Hurricane-like weather for the northern half of Germany for Friday/Saturday?

Well....weather folks are discussing this.

20 Oct 2026: Germany: 6 Stories

 1.  ARD (public TV) last night....ran roughly two hours of German civil service job chatter....mostly that Germany has too many gov't workers.  I'd say close to 80-percent of Germans agree....there is a problem, but selecting the solution or who to 'let-go'....is near impossible. Total of those counted?  Near 1.8-million.

2.  Chancellor Merz gave a talk yesterday....says that Germans are not taking the threat of Russia serious. I might agree....average German does not put the Russia-threat-chatter in a top ten thing to worry about.

3.  Italy is trucking 500 Italian soldiers to Milan....to send the message....no riots desired.  Police detained 270-plus folks from yesterday's demonstration.  Some commentary....indicating even 12-year-old kids were among the 'bad-boys'.

4.  Iran called in the German ambassador to Iran....some negative comments.

5.  Berlin-City: Linke Party talking of forcing acquisition of 160,000 apartments (to be city property)......would need 10-billion Euro to accomplish this.  Doesn't say where the money would come from. Belief is....they'd control rent costs.

6.  Curfew rules set for some French cities now.

Monday, October 19, 2026

This Paris NFL Game

 Sunday....this coming weekend....the Steelers and Saints are scheduled to play....at Stade de France (Paris).

Stadium would hold 80,000.

Americans, with tickets and flights coming over?  NO ONE has any idea of the number.  Best guess?  I would suggest 10,000 but it's simply a guess.

Odds of a cancellation or movement of the game (outside of France)?  There's probably a NFL executive committee meeting today and tomorrow...with French police.  Even if they deployed 10,000 police....how would you leave your hotel...get to the stadium, and then return safely?  For this reason...I think it'll be moved to Germany....either Frankfurt or Munich.  Amount of hassle?  Well...if I had $10,000 spent on airline tickets/hotel reservations....I'd have to probably spend around another $5,000 minimum.

Odd problem.

Assurances by the police?  At this point....worthless.

Beyond the game.....talking over American tourists for the next month....to avoid Paris?  I'd start to speculate that most are looking for a alternate destination (maybe Barcelona or Den Haag).

Court Case

Court case in Konstanz opening up today.

Case?  Former paramedic (28 years old)....allegedly....performed cosmetic treatments on patients for a beauty chain in the local area.

The key issue?  He posed as a doctor (using the name "Dr. Lukas." Yeah, he was injecting botox and hyaluronic acid into folks.

So....charges?  One count of forgery....and 470 counts of aggravated assault.

If you go by the law (Section 224).....each agg-assault could get you six months (minimum) in jail (on up to 10 years).  So if convicted on the 470 counts....it might add up.

19 Oct 2026: Germany: 5 Stories

 1.  Last night (Sunday)....ARD (public Tv) ran a public-forum show....with two 'honored' guests from the SPD and CDU parties.  For about 20 minutes (I eventually gave up watching)....the moderator (Miosga) tried to get the two to explain why the two parties are so divided, and they mostly presented the image how they are so unified. 

2.  Milan, Italy had a French-style youth riot.  Italian police countered....arresting 160 'youths'.  

3.  There's a Bundestag seating study going around....suggesting that in the next election....both the CDU-CSU and SPD parties....will lose seats (meaning AfD gets seats from both).  

4.  The German Foreign Office....has apparently given some 'warning' to Germans in Paris....to behave in a 'nice' way.  Way it was said....some suggestion that maybe German youths are there in some riot mindset.  Just odd.

5. There's a story from Berlin that some AfD 'staff-members' (not representatives) within the Bundestag....got into a fight/brawl.  This apparently occurred around midnight....Wed....with alcohol being part of the 'trigger'.  Apparently, there's to be both a AfD investigation, and a Bundestag investigation.