UK Retail Resilience: British consumers surprised economists by lifting retail shopping volumes in August (+0.5% vs July), led by online and department stores, even as fuel demand fell after Iran-war-related price spikes. Off-Price Retail Shake-up: Cato plans to close 120 stores as sales slide, highlighting a widening split where bigger value rivals (Ross, TJX) still post traffic gains. EU Trade Curbs on China: The EU moves to impose import quotas and minimum prices for electrical steel and downstream products, while also seeking talks—raising fresh concerns about cost pressure and whether the strategy will backfire. Consumer Protection Focus: Bulgaria’s consumer watchdog chair says prices have hit EU-average levels but purchasing power still lags, calling out retail markups and pushing for stronger oversight. France Public Finances: France’s debt is projected to hit 119.3% of GDP in 2026 and 121.7% in 2027, driven by a persistently high deficit. Germany Fuel Relief: Germany cuts gasoline and diesel taxes by about 17 cents per litre from October to ease rising pump prices. AI and the Economy: An IMF note says AI could lift EU productivity by ~1% over five years, but risks widening inequality and straining power networks. Branding in AI Search: A new framework argues brands can be “seen” by AI systems without actually being recommended, creating a measurable “AI recommendation gap.” Travel & Premium Retail: Air France plans a major JFK Terminal One move and a new 2,700+ sqm international lounge, while Insta360 opens its first non-Asia flagship store in Times Square.