kenny d about his business and the embolization -- and the evolution of today's consumer. ♪ stephanie: you are watching "bloomberg ." we are watching oil markets moving lower. matt opec report for december and the key take away is the output is only going up as demand goes down. not a good balance. matt: demand actually continues , so the momentum is not the same. i just want to take a look at the last six months. six months ago, we were at $61 a barrel. $36.73.w, as a precipitous maybe too much, it is a favorite word, but this has been a precipitous drop, especially this month, down 12% the paster and 11% in week. oil traded up only two days so far. ok, it is only december 10, but i think it is interesting in actually,fell 18% -- before i get that wrapped, let me show you the seasonality chart. you can do this for any index if you put on heat map and you can see -- please, bring up my terminal. thecan see here, december, average drop in december over the past five years, 5%, and right now, down 12%. actually, last year we were down 20%. stephanie: i next test is one of the few guys who likes oil down. we are talking about the experience economy as more money is