Overview

• U.S. Judge Amit Mehta rejected breaking up Google, barred certain exclusivity agreements and allowed continued partner payments, easing a major regulatory risk.
• Alphabet shares jumped about 9% and helped the Nasdaq rise 1.0% and the S&P 500 gain 0.5% on Wednesday, while the Dow finished roughly flat.
• ADP reported 54,000 private jobs in August and initial jobless claims rose to 237,000, lifting CME FedWatch probabilities for a 25 bp September cut to roughly 95–97%.
• Mexico’s S&P/BMV IPC set an intraday record at 60,120.44 on Wednesday before closing down 0.16% and showed little change Thursday near recent highs.
• Oil prices fell further ahead of an OPEC+ meeting, with WTI around $63.7 and Brent near $67.2 a barrel.