a lululemon. discretionary spend is, i don't think this ends any time soon. i think the labor in form offforms of wages is something we will continue to hear about it's telling us something. i hate the fact that we're the lowest yields in the ten-year at a time when the economy should be expanding since mid-march >> sounds like you're bullish in terms of the near term but cautious about a little bit out because of what the bond market is telegraphing. james, where do you fall in this debate >> it's no coincidence we're looking at the six consecutive months of job recovery gains that is the same time period e since the vaccine was announced. we have a march towards normalization in the labor market and in our economy and the pockets that were hit hardest in covid obviously will show the strongest resilience and recovery in the leisure and hospitality space, we're still 2.4 million jobs below the february 2020 level. we can see an acceleration of recovery in those to sectors and look for opportunities there also in the overall labor market the labor shortage of

now on the flip side, lululemon flexing its muscles into the close, goldman sachs naming the athleisure in the sector as reopenings propel new demand for exercise apparel, that stock, as you can see , up 3% at 382 for lululemon. and ell brands, the victoria's secret and bath & body works parent raising its second quarter guidance on the improved sales for longer a and personal products and those shares up and not bad, 2% at 75.61 up nearly $ 1.50. so, if you dig deeper into the june producer price index released today, you will see that rail transportation costs hit a record high last month, after rising steadily for the past year. costs rose 6% in june, year-over-year in june that's the biggest gain since november of 2018. it could add more fuel to the fire for president biden who last week targeted a slew of industries including the railroads, for what he believes is anti-competitive practices. biden specifically blaming a small number of players in the freight industry for steep shipping prices on american goods. that, as you can imagine, not sitting too well with the association of

we're going to stretch into a fitness called lululemon but is that the best stock in the space?ing to fuel up on that trade. what happened to crude what happened to stocks? and where it goes longer term. this is dr. arnold t. petsworth, he's the owner of petsworth vetworld. business was steady, but then an influx of new four-legged friends changed everything. dr. petsworth welcomed these new patients. the only problem? more appointments meant he needed more space. that's when dr. petsworth turned to his american express business card, which offers spending potential that's built for his changing business needs. he used his card to furnish a new exam room and everyone was happy. get the card built for business. by american express. ugh, these balls are moist. or is that the damp weight of self-awareness you now hold in your hand? yeah-h-h. (laugh) keep your downstairs dry with gold bond body powder. >>> all right. check out this headline, which seems like it's not possible but it's true, general motors issuing a warning about an hour ago for some of its bolt electric cars saying,

> meantime, goldman is initiating coverage of the apparel and brands sector with a buy rating on lululemonauss they say the post covid recovery period has been supportive for apparel and brands continues small growth and margin expansion one word of caution. the note notes the sector has outperformed the s&p so far this year investors should stay selective on certain stock names. >>> coming up on the show, investors gearing up for big bank earnings as john nagerian if you have not already done so, follow our podcast if you miss "worldwide exchange" check us out on apple, spotify or your podcast platform of 'lbece wel right back here on "worldwide exchange. need better sleep? try nature's bounty sleep 3 a unique tri layer supplement, that calms you helps you fall a sleep faster and stay a sleep longer. great sleep comes naturally with sleep 3 only from nature's bounty >>> welcome back to "worldwide exchange." back to the markets as well. we have a market with the dow jones implied lower by just about 6 points call it flat at the opening bell if the futures moves hold. the s&p is implied hig

the one i want to sing aloud, lululemon, goldman sachs, lulu was an idea like peloton you thought that's part of the fabric, part of the firmament, stock breaks out buy it. >> even here >> yeah. >> good. >> david, have you seen the men's lulu >> i got a couple of pairs of those as a father's day gift. >> did you shop? >> no, it was a gift they're nice. >> i wear -- when do you wear it all you wear is a suit who are you kidding? >> i have a 4 a.m. workout and i wear it. >> okay. >> you don't wear a suit when you work out, and a tie? >> you know what, i -- i think the problem is their -- >> a little more give. >> the armani of the italians. >> double pleat. >> that soccer outfit. they wear double pleated i can't do that. i can't get away with a single breast. >> that's very deco. how about "mad money" tonight? what's up? >> rusty braziel, we'll find out if natural gas peaks it is part of the inflation firmament, that jay powell, who wants to have people do better in our country, he's tired of just rich people doing well. i think it is admirable. >> i do too. >> we're a couple hours out fro

comes to social media, we can give a full composite, 360-degree view of where media brands like lululemont connect to the influencers that have the greatest likelihood of reaching the people on those platforms that they want to connect with. liz: i see. and, you know, you've got eden games, i mean, this is the f1 racing series that has become hugely popular. do you worry at all, as we finish up here, that the pandemic was an opportunity for a captive audience, right? and now people are getting back out there. do you see anything that's problematic? and to that end, can you be all things to all people? you've got a disparate bunch of businesses here come together. >> well, it's not being all things to all people. that's our game publishing unit. and the great thing about motorsports and f1 and the most popular racing game that we do in conjunction with ea is that motorsports really is a crossover sport between traditional sports fans and e-sports fans. and since we're all about both traditional sports and serving gaming for that audience as well as e-sports, it's a great niche for us to ha

i don't know which you cover but i think of peloton and a name like lululemon we mentioned macy's.ate them out into the kind of shut down and reopening baskets at this point or do you think the retail sector is saying there won't be anymore shut downs you can only stock -- they still have difficult comps in some cases. >> i think it's mixed. my coverage is much more skewed toward, you know, companies for covid. i cover the at leisure names i think the companies are well positioned to capitalize on reopening. we've seen it. it's fantastic i think that's reopening clothing retailers, i don't cover any of them. i would say generally speaking it's viewed within the retail space is reopening and the area concerned with and these are the names i've downgraded a lot over the past several months is housing and home depot and tractor supply we've been talking about. williams sonoma and best buy all the companies are well run companies. there will be an opportunity, in my mind, to buy the stocks once we get past the covid. right now we're in the period of the delta concerns we're in the peri

lululemon at 3 $80 a share. peloton way down, 4% down.0% as we speak. tumbling to 35. is it a still a meme stock? i don't know but it is down big. >>> then there is this, a new york lawmaker wants to ban chik-fil-as on highways. what is that all about. todd: three democratic lawmakers want to stop chik-fil-as. hairy bronson says the chicken chain has history of sending millions of dollars to organizations. we welcome, everyone in our restaurants. they are about three-years late to the story. many of my friends in the lgbtq controversy. this is irrelevant to the controversy. they love the sandwiches, and they go. stuart: they opened the first chick-fil-a lee or four years ago,. todd: across the street, there is a line out the brock because the mayor says boycott them. todd: there is still a line. stuart: still a line. l ate get serious on this one. we showed you a supermarket dealt yesterday stockpiling. the risk of preallots would to up in price. todd, are we seeing the same thing at popeye's, hoarding chicken. is that the story? todd: di

. >> that's good i got lululemons >> those have elastic? >> no, no.le you give a little, you get a little i was going to share something with you that is because i went back to my guy at lifetime the trainer. we compared actual weight. when you factor everything else out. it is three pounds >> you gained? >> yeah. it's not bad with each year, with each passing year, you gain a pound when you get above 50 years old. >> is that like in dog years, it is gaining 50 pounds >> i feel fat. i will tell you i was fat before >> no. >> i'm not morbidly obese. i come close to qualifying it is much harder. >> standards >> it's not the end of the world. >> if you were to wear jeans -- >> i wear jeans every day. >> i thought -- >> in here i have skinny ones i still wear. some 7s. >> do you have acid wash >> you said ass. >> i held long on the first syllabel >>> coming up, president biden planning an executive order to rein big tech. we go live to washington and take a look at some widely held tech stocks perform. >>> as we head to break, s&p big winners and losers w

. >> shares of lululemon up.nds buy rated on the list of $447 price target based on positioning and including men's and inclusive sizing >> and next up, estee lauder issued with a strong buy rating. $355 is the target buy price they like the positive over the return of social gatherings work and school those shares up. we'll end on shares of broad come and marvel. strong exposure to cloud computing and storage trends keep an eye on those chip stocks more markets coming up after this break what's on the horizon? the answers lie beyond the roads we know. we recognize that energy demand is growing, and the world needs lower carbon solutions to keep up. at chevron, we're working to find new ways forward, like through our venture capital group. backing technologies like electric vehicle charging, carbon capture and even nuclear fusion. we may not know just what lies ahead, but it's only human... to search for it. >>> welcome back senate democrats, i should say, they have reached a new multitrillion dollar budget agree

they feld like lululemon pants. i think it's here for the future.am i going to put high heels on again. that's been a while. quick break and we're zeroing in on jay powell on the hill this morning, topics for the word on wall street coming up. top investors watching your money, it all starts next hour right here, "mornings with maria" is live on fox business. ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ summer is a state of mind, you can visit anytime. savor your summer with lincoln. summer is a state of mind, you can visit anytime. these days you have to keep everything moving and reinvent the wheel. with a hybrid, you can do both. that's why manufacturers are going hybrid with ibm. with watson on a hybrid cloud factories can use ai to automate the little things so they can focus on the next big thing. businesses that want to innovate at scale are going with a smarter hybrid cloud using the technology and expertise of ibm. this past year has felt like a long, long norwegian winter. but eventually, with spring comes rebirth. everything begins anew. and many of us realize a fund