Germany's huge fiscal expansion is now starting to show up in macro data, and investors are betting it will turbo-charge European growth in the coming months. But defense spending — a cornerstone of the package — could fall short of the ambitious ramp-up this year, a Goldman Sachs note says. The historic fiscal stimulus plan includes a 500 billion euro ($591 billion) off-budget infrastructure investment fund for transport, digital and energy spending, and a defense spending increase of more