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Afternoon edition Coverage: since morning (~08:15 Berlin / ~5h); X Following skipped (API credits depleted); Google News RSS 503 (sports/GME press too)

What matters

Europe stocks bounce after hawkish Fed; IMK doubles Germany 2026 growth to 1.3%; EU asks China for voluntary hybrid export curbs; Huawei Ascend 960 NPO supernode.

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8 stories

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  • Markets
  • Europe
  • US

Europe shrugs off hawkish Fed: Stoxx ~+0.6%, dollar at 7-week high

European markets open higher after Fed hike as US dollar hits seven-week high
Euronews
  • Euronews (~09:55): Euro Stoxx 50 and Stoxx 600 opened over +0.6% Thursday after Wed’s first Fed hike since 2023; DAX/CAC/MIB/IBEX/AEX/CH20 roughly +0.2–0.7%; FTSE 100 led >+1%. Euronews
  • Wed US cash context (morning): Dow −1.2%, S&P −0.4%, Nasdaq ~flat into hawkish Warsh messaging (Euronews). Euronews
  • Dollar at a 7-week high vs majors; euro ~$1.146 (−0.5% from Wed open); 2y UST ~4.72%; 10y near 5% (Euronews). Euronews
Why it matters — Morning covered the hawkish overnight US selloff; lunch is the European follow-through — risk assets steadier even as USD/yields keep October in play.
  • Energy
  • Europe
  • Germany

EU gas storage only 69% full; €81/MWh (+150% YoY) tightens Merz weekend squeeze

  • Reuters: EU gas storages 69% full vs ~85% five-year average for this date (Gas Infrastructure Europe). Reuters
  • TTF benchmark ~€81/MWh (+150% YoY), above the ECB’s “adverse” path; Morgan Stanley sees risk toward €100/MWh depending on weather. Reuters
Why it matters — Storage lag into winter + far-right energy politics collide with Sunday’s state polls — not just a commodity print.
  • Germany
  • Economy

IMK more than doubles 2026 Germany growth forecast to 1.3%

  • IMK (Thu): GDP +1.3% in 2026 (was 0.6%); +1.4% in 2027 (was 0.9%) — stronger H1 exports + defence/infrastructure spending. IMK via JuraForum (idw)
  • Sebastian Dullien: location “more resilient than many recent dire predictions,” but recovery not self-sustaining amid high energy prices and policy uncertainty. IMK via JuraForum (idw)
Why it matters — Counterweight to the energy-politics gloom — institutes see a defence/infra-led rebound even as households stay squeezed.
  • Europe
  • Trade
  • Autos

EU asks China for voluntary hybrid-export curbs (~15% EU share) — FT

Rear three-quarter view of a white BYD Seal 07 DM-i plug-in hybrid sedan at the 2026 Beijing Auto Show.
CNEV Post
  • SPIEGEL/FT (~10:18): Brussels asked Beijing to voluntarily limit Chinese hybrid sales to ~15% of the EU market to avert a trade fight. DER SPIEGEL
  • SPIEGEL/FT: EU official — if China won’t limit hybrid exports, “werden wir es tun”; framed as stopping industrial decline / managed trade. DER SPIEGEL
Why it matters — Follows Wed’s SOTEU China-shock framing with a concrete hybrid VER ask — escalation path if Beijing refuses.
  • Tech
  • AI
  • Hardware

Huawei Connect: Ascend 960 NPO supernode — 4,096 chips, up to 8 EFLOPS FP8

  • TechNode: at Huawei Connect 2026 (Shanghai), Huawei billed an NPO-based Ascend 960 supernode as industry-first near-packaged optics scale-up. TechNode
  • Config cited: 4,096 Ascend 960 chips via Hi-ONE — up to 8 EFLOPS FP8 and 1 PB HBM; 5,500 Hi-ONE units said to replace 40,000 800G modules, cutting >550 kW and claiming 99.8% availability. TechNode
Why it matters — China’s Nvidia-alternative stack is shipping a concrete optical supernode story on the same day Europe debates Chinese industrial capacity.

Afternoon edition 8 stories 17 sources

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