FTSE 100 LEADS EUROPE HIGHER AS BOND MARKETS CALM

What happened: The FTSE 100 led European equities higher as bond markets calmed, with investors shifting away from volatile technology stocks toward UK exposure. Key numbers: FTSE 100 rose 115.49 points, 1.1%, to 10,840.35. FTSE 250 added 0.3% to 24,424.77. AIM all-share fell 0.4% to 765.09. CAC 40 rose 0.8%, DAX 40 added 0.3%. Why it matters: XTB's Kathleen Brooks said the AI trade is seeing a major shake-out and that when it sells off, the UK is the harbour in the storm. UK GDP beat forecasts, with Pantheon's Rob Wood seeing Q3 growth above the MPC forecast.

FTSE 100 leads Europe higher as bond markets calm.

FTSE 100 leads Europe higher as bond markets calm. — impact context not separately stored; see What changed.