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France's Economy Revised Into Contraction After Consumer Spending Drops

Weaker activity has increased pressure on the government's plan to cut public spending, which could affect the scheduled S&P sovereign review.

Overview

  • France's national statistics agency revised first-quarter GDP from zero growth to a 0.1% contraction, citing a larger-than-expected fall in domestic demand.
  • INSEE said the decline was driven mainly by lower household spending on fuel after energy prices rose because of the Middle East conflict.
  • Household consumption fell 0.2% in Q1 and then slipped another 0.5% in April, showing consumer weakness carried beyond the quarter.
  • Headline inflation edged up to 2.4% in May from 2.2% in April, complicating policymakers' choices between supporting growth and cutting spending.
  • The weaker data adds pressure on fiscal consolidation given last year's 5.1% deficit and arrives ahead of a scheduled S&P sovereign review that most economists expect to leave the rating unchanged.