Fri: Bank of Japan raised its policy rate from 1% to 1.25% (+25 bp) — highest since 1995; sixth hike since exiting negative rates in 2024 (BBC).BBC News
Move widely expected; BBC ties the global hiking wave to Iran-war energy prices after Wed’s Fed hike and the ECB’s earlier increase (BBC).BBC News
Japan core inflation eased to 1.7% in August from 1.8% — still near the BoJ’s 2% target (BBC).BBC News
Why it matters —Morning Asia open was “await BoJ” — lunch is the decision plus the European cash reaction.
Per decree, Russian assets of Nestlé were placed under forced administration by L.E.V. Management (tagesschau / ntv).tagesschaun-tv
Nestlé said it takes note of the order, is reviewing options, and will take steps to protect its rights and keep operations running for employees (tagesschau).tagesschau
Why it matters —Another Western consumer name still operating in Russia is pulled into Moscow’s asset-control playbook — lunch wire, not in the morning brief.
NDR/security sources: crashed drone parts found near Fliegerhorst Wunstorf (Steinhuder Meer area) are the same model as the early-August Leipzig/Halle airport case (tagesschau/NDR).tagesschau / NDR
Finder handed in a defective device early this week; police still searching the hard-to-access site for more fragments; no explosives traces reported so far (tagesschau / ntv).tagesschau / NDRn-tv
Why it matters —Material update to morning’s Bonn/Leipzig thread — a second German site, same alleged design family, now at federal level.
BDI now expects German GDP +1.0% in 2026, up from its prior +0.6% forecast (n-tv).n-tv
Hauptgeschäftsführerin Tanja Gönner: state spending on infrastructure and defence is driving growth while private investment stays weak — “von einem breiten industriellen Aufschwung könne noch keine Rede sein” (n-tv).n-tv
Why it matters —Industry lobby soft-upgrade into Sunday’s state votes — fiscal/defence impulse, not a private-capex boom.
TechCrunch / HN: unsealed NYT filings — Microsoft exec called AI scraping “the largest theft of labor in human history”; Copilot CTR on nytimes.com down as much as 93% vs Bing search in internal data (TechCrunch).TechCrunch