Morning five: markets, industry, nuclear power and EU enlargement

1. The BUX rose 1.28% to 143,682.55, while the S&P 500 and Nasdaq Composite reached records. All three major US indices and the leading European benchmarks advanced on Tuesday.

2. Hungarian industrial output rose 8.7% year on year in August. Monthly growth was 1.0% and January–August expansion 3.4%, although most manufacturing subsectors weakened.

3. Google secured 890 megawatts of added nuclear capacity for 20 years. The first uprate across 11 US units is expected in 2028 and the full programme before the end of 2032.

4. The European Commission set four workstreams to prepare the EU for enlargement. This is not an admission decision: it opens debate on governance, values, common policies and the budget.

5. September housing prices were flat nationwide and fell 0.2% in Budapest. Yesterday’s analysis said the slowdown does not yet end annual price growth, making the next official KSH and Eurostat releases decisive.

This roundup was prepared after checking the KSH industrial release and the other primary sources. Final closes were separated from intraday data, and company commitments from results already delivered. The next editorial checkpoint is the afternoon round, prioritising sections still uncovered and genuinely new developments.