Five Issues Shaping the Morning of October 2

1. The first-half deficit jumped. KSH says Hungary's general government deficit reached 6.2% of GDP because expenditure grew much faster than revenue. Our detailed economic report explains the main items and Hungary's financing risk.

2. BUX was far weaker than Wall Street. OTP's sharp fall dragged the Hungarian index down, while the main US indices barely moved. The full October 1 close review separates final Hungarian, European and US data.

3. Gemini 4 Argon goes first to cyber defenders. Google starts with vetted partners; general enterprise access and pricing remain unknown. Our technology brief separates company claims from demonstrated business outcomes.

4. The US sanctioned the A7 network. Treasury says the network handled large international transactions, while FinCEN proposed a new rule. Our world report summarizes the compliance implications for Hungarian and EU firms.

5. The labour-market signal remains weak. Eurostat's previous-day release showed a higher Hungarian unemployment rate, adding demand-side context to the budget figures. Our Eurostat report explains the methodological limits.

The primary budget data can be checked on the KSH website. Company statements, interpretation of the deficit and the European market response may provide the next developments on Friday.