Lululemon klesá, zlato rastie, jen posilňuje

WORLD

• Lululemon reported declining revenue and lowered guidance. Shares fell 15 percent after the company recorded revenue and comparable sales declines in the second fiscal quarter of 2026 and significantly lowered its full-year outlook. Earnings per share beat estimates, but revenue lagged expectations and management pointed to brand pressure and slowdowns in key categories.
• Gold prices rose following Waller’s inflation comments and dollar weakness against the yen. Gold strengthened the most in two weeks after the dollar weakened against the yen and Federal Reserve Governor Christopher Waller discussed expected “moderate” inflation. Previously, gold fell for three days following a hawkish speech by Federal Reserve Chairman Kevin Warsh.
• The yen jumped to a monthly high ahead of the BoJ decision. On Thursday, September 3, 2026, the yen strengthened to a monthly high against the dollar following comments from Bank of Japan board member Hajime Takata, who signaled more flexible rate hikes. Markets estimate the probability of a rate hike at the BoJ meeting starting September 17 at 77 percent.
• Central banks net bought 23 tons of gold in July. The World Gold Council reported that central banks net bought 23 tons of gold in July 2026, led by China and Poland. However, the total volume of purchases since the beginning of the year is lower than last year, with Russia and Turkey selling large amounts of gold.
• The PONS token increased by 18,000 percent, following a 75 percent increase and a buyback. The meme coin token PONS on the Robinhood Chain rose approximately 18,000 percent from mid-July to early September 2026, becoming the largest token on the chain. Drops of more than 75 percent were followed by a token buyback and burn mechanism, after which PONS reached new highs following its inclusion in Binance Alpha.
• The UN warns of an oversized El Niño, potentially threatening the economy and commodity markets. WMO points to extreme ocean temperature deviations, with impacts already visible in Central America, Indonesia and Peru.

EUROPE

• DNB moved 86 tons of gold from the USA and Canada to London. The Dutch central bank (DNB) moved 86 tons of gold from the USA and Canada to London. The reason is increasing geopolitical tensions and better tradability of reserves.
• Austrian GDP fell by 0.1 percent in the 2nd quarter. Statistics Austria confirmed a quarterly decline in the economy of 0.1 percent in the 2nd quarter of 2026, the first time after six quarters of growth. The decline is attributed to higher energy prices and the absence of growth impetus from the public sector.

SLOVAKIA

• No news for this section.

TRHY DNES RÁNO

Translated from the Slovak original and checked automatically: every figure must match the source, or this version is not published.