The oil market's ability to absorb further OPEC plus production increases appears limited in the near term with growing risk of over supply and weakening demand signals weighing on prices and fundamentals. OPEC Plus has already reversed its voluntary output cuts from 2023, adding roughly 2.5% million barrels per day to quotas since April of 2025, including a recent hike of 547,000 barrels for September. Additionally, the International Energy Agency forecast global oil supply rising by 2.5% million barrels p ...

[Music] [Applause] Your children and grandchildren can experience a safe climate they don't have to worry about. Impossible. You're probably thinking killer storms, floods, wildfires, they're all getting worse.Today, I'm going to challenge our climate thinking and show you that we can and probably will end the climate crisis in 25 years. Nature shows us how before ice ages. We just need to pay attention.Beyond stopping our planet from getting hotter, imagine a plan to cool it back down. I have two children ...

Well, first of all, I think what you have to do is remember that and when you're looking at an economy, you have to look at like the whole portfolio of numbers that we have to look at. Uh, this jobs number was certainly a little bit of a disappointment right now. But one of the things there was a Goldman Sachs study that came out yesterday that showed that because the BLS hasn't really done a good job on its seasonal adjustment in August that they tend to revise this number up by almost 70,000 jobs uh when ...

Financial Performance & Guidance - Lululemon's earnings guidance came in well below estimates, marking the second guidance cut this year [1][2] - The company attributes the updated guidance to the impact of tariffs and the unexpected removal of the *de minimis* exception [2][3] Impact of Tariffs & *De Minimis* - The removal of the *de minimis* exception significantly impacted Lululemon, as two-thirds of online orders (majority under $800) were previously shipped from a Canadian facility without tariffs [4] - Lululemon is adjusting its distribution network in response to tariffs, a change considered a paradigm shift for the industry [4][5] - The company is exploring vendor partnerships for cost reductions, internal cost reduction measures, and strategic pricing adjustments to mitigate tariff impacts [5][6] - Some price increases on apparel are expected due to tariffs, implemented strategically based on elasticity modeling [6] North American Market Performance - Growth has stalled in the key North American market, particularly in the US [9] - Underperformance in the US is attributed to product issues, specifically in lounge and social categories, due to a lack of newness and innovation in core franchises [10][14] - Lululemon acknowledges the need to update product assortment, color, and style to better engage guests [10] Competition & Market Share - While consumer spending is down in apparel, activewear, and premium activewear, Lululemon claims to have gained market share in the premium activewear category in Q2 [13] - The company acknowledges competition from brands like Alo Yoga and Viori but believes it can win by delivering innovation [13][14] Future Strategy & Innovation - Lululemon hired a new lead creative director a year ago to energize the product playbook and drive innovation [15] - The company anticipates a shift towards more new styles, increasing from an average of 23% of the mix to 35% next year, expecting a turnaround [16] - Lululemon is confident in new styles and expects them to resonate with guests, with exciting new products coming next year [18]

[Music] [Applause] Where do your best ideas come from. I want you to think about that. I have asked hundreds of people this question and it might shock you, but no one ever said at their desk.Everyone always talked about being outside in nature, maybe walking, moving, dreaming, or in deep conversation with people that light them up and challenge them. For me, when I think of the earliest memories I had of a real idea, I was just a kid. But I would go outside to my favorite pine tree and I would lay under it ...

So, let's get back to our panel. Here we have Greg Do, EY chief economist. Also joining us is Leslie Falconeio, UBS Global Wealth Management head of taxable fixed income strategy and Steve Sausnik, Interactive Brokers chief strategist.So, uh, Greg, let's start with you there. You had that 40k call. We are coming in quite lower than consensus at this point, 22,000.What's your reaction. >> Well, I think generally speaking, we have a fairly weak uh jobs report here. uh we have all the indications that employer ...

[Applause] I want everyone to think about their happy place. And their happy place is somewhere on this planet that when you think about it, you get shivers up your arm, up your neck. When you go there, you feel at peace, you feel calm, you feel connected, you feel at home.I think we all have somewhere on this planet that's our happy place. My happy place is always going to be where I grew up on the west coast of Canada. There we have trees older than most countries.We have bears and moose prowling through ...

Meanwhile, oil and gas ETF ticker XOP breaking a 4-day win streak, coming off its worst daily performance, in fact, since the beginning of August. Our next guest though, just reaffirmed his company's guidance in the industry at the Barclay's Energy Power Conference. Baker Hugh CEO Lorenzo Simonelli joins us now at Post 9.What a treat. It's good to have you. >> Good to be here, Sarah.Nice to see you, Kyle. >> So, what so what are you seeing broadly in the business and how tied is it to the price of oil and g ...

So when you look at a business like ours, having the capability that an ELF can offer both from an operational standpoint as well as from a retail perspective put us in a great position as we look to expand the brand and really to drive Haley's vision around driving accessibility from a global perspective. >> So Tang, how do you keep Haley involved, incentivized, engaged. We were just talking about there's a new new compensation package out from the board of of Tesla this morning.And how do you also think a ...

Dow, S&P, NASDAQ though hitting some record highs again today. David Kelly joins us here at Post 9. JP Morgan asset management chief global strategist.Good to see you, David. Thanks for coming in. It's funny, one of the quips today is, uh, well, we no longer have to worry about the split between the soft survey data and the hard data.They they're kind of converging here. Yeah, that's right. I mean, we always look at the jobs market as a mosaic, but all the numbers this week were telling us it's getting soft ...