The principal source of relief for Merz is that the arithmetic of the final result gives him a two-headed coalition, permitting him to avoid the frustrations and tedium of long, drawn-out negotiations between several parties. This will be as much a relief for Germany’s European partners as it will be for Merz himself. Though migration and Germany’s unloved “debt brake” will be the critical themes of these talks, the tempestuous outside world will impart a particular urgency to the forging of an agreement.
Merz’s comments last night on President Trump and his administration pointed to this urgency in dramatic fashion. His words were forceful – some might even say undiplomatic. To be sure, it remains unclear what Merz’s diagnosis of Germany’s and Europe’s security situation will mean in concrete policy practice. But they are nevertheless a nod towards a new phase of European defence and security integration. Merz’s resolve – however rhetorical at this stage – will be especially welcomed in Paris and Warsaw.
There are domestic implications too. At home, Merz’s comments were directed at the AfD, whose electoral success has naturally attracted much international media attention. For Merz in the medium term, the AfD’s striking result points to the oft-learned lesson for centrist conservatives that simply aping the policies of populists does not dilute their attraction. Merz is now the leader of Germany’s largest party. Butthe man who constructed his initial leadership pitch on the promise that he would halve the AfD’s vote-share must also reckon with the fact he has, in actuality, doubled it.
While the AfD will not come anywhere near power, its result will nevertheless have massive ramifications for the political direction of the country – and in particular for its relationship with the Trump administration, key figures within which have made no secret of their admiration for the nationalists. The poisonous and rancorous political atmosphere the AfD has fashioned is one thing, but more consequential is thearithmetic that its success generates in the Bundestag. In the immediate term, the party’s size sharply constricts the bandwidth of centrist governance (the Union and SPD will govern with a narrow majority, a precipitous fall from the days when such a governing arrangement was called a “Grand Coalition”). In the medium term, AfD politicians will further solidify themselves as a stronghold of the international nationalist-populist movement, guaranteeing a sizable and vocal opposition to any initiatives that portend further European integration, or which promise to antagonise Donald Trump or Vladimir Putin.
For now, though, Merz’s Union and its Social Democratic junior partners will have no option but to treat the AfD as little more than a domestic nuisance. Merz has signalled Easteras his deadline for forging his coalition. This is promising: Europe hardly needs months of protracted coalition negotiations in Berlin right now. The prospective governing parties will be hoping for resolutions on migration policy and debt and – not least – an upward turn in Germany’s suffering economy. But one can also expect foreign policy to become more central in government than it was in the campaign. Merz himself has already gestured in this direction: faced with the collapse of the treasured old Atlanticist certainties with which he grew up, his “absolute priority”, as he put it last night, “is to create unity in Europe”.