The latest Market Talks covering FX and Fixed Income. Published exclusively on Dow Jones Newswires throughout the day.

1840 ET - Lululemon is increasing marketing to try to win back customers as traffic continued to slow down in the second quarter. The brand has faced negative sentiment in the media and on social media, interim co-Chief Executive and Chief Financial Officer Meghan Frank tells analysts on a call. To improve the brand's name Lululemon is advertising at sporting events, including the U.S. Open, and marathons in major cities this fall, executives say. "I would say given the challenges we've seen from both the brand and product perspective, we do feel strongly that we need to continue to keep our investment level in marketing," Frank says. (katherine.hamilton@wsj.com)

1828 ET - Lululemon is still having problems with its core products, including leggings and women's tops, interim co-Chief Executive and Chief Financial Officer Meghan Frank tells investors on a call. Leggings sales declined 20% in the second quarter, which Frank says was below management's expectations. Part of the problem is that customers are looking for baggier silhouettes, Frank says. The company has seen better momentum with wide-leg pants and joggers. That growth helped offset some of leggings' decline, bringing overall bottoms sales down by a mid-single-digit percentage, Frank says. Shares slide 18% after hours. (katherine.hamilton@wsj.com)

1521 ET - U.S. natural gas futures fall despite a weekly inventory build that came in below average at 30 Bcf and was broadly in line with market expectations. The size of the price pullback "is difficult to justify from the storage number alone," Gelber & Associates says in anote. "With the contract unable to hold above the psychologically important $3 threshold, profit-taking and technical selling have likely amplified the move." Nymex natural gas settles down 1.5% at $2.913/mmBtu after reaching a session high of $3.026/mmBtu. (anthony.harrup@wsj.com)

1517 ET - Former senior Bank of Canada policymaker Paul Beaudry says Gov. Tiff Macklem's hawkish tone this week on inflation caught him offguard. He says based on Macklem's inflation worries, "it certainly seems like" a rate increase is possible at the BOC's October decision. Macklem was "very much saying that if these oil prices stay up, we will need an increase in rates," Beaudry says on a podcast hosted by KPMG Canada chief economist Ali Jaffery. "It was a bit surprising how aggressive [Macklem] was," says Beaudry, now an economics professor at the University of British Columbia. Beaudry adds Macklem's messaging echoed the talk in European policy circles about so-called insurance rate increases, to protect against high energy prices spilling over to push the cost of other goods higher. (Paul.Vieira@wsj.com, @paulvieira)

1508 ET - Live cattle futures on the CME settled the day up 1.9% at $2.16195 a pound. Cattle appears to be attempting to stage a rally after sinking to its lowest level since last year. The path of least resistance at this point may not be to continue trading lower, says Joe Davis of Futures International. "Live cattle remain in a firm daily-chart downtrend, although the large discount to cash could limit additional downside," Davis says. Lean hogs settled the day lower, dropping 0.6% to 73.85 cents a pound. (kirk.maltais@wsj.com)

1433 ET - Gold futures rise for a second session as Treasury yields ease and the dollar weakens, with the market waiting to see Friday's August employment report and its implications for the Fed's mid-September meeting. Gold traders are also keeping a wary eye on events in the Middle East, where renewed fighting is pushing up oil prices, risking inflation pressures that could in turn lead to higher interest rates. Front-month gold settles up 2.9% in New York at $4,491.70 a troy ounce. Silver rises 3.5% to $66.973 a troy ounce. (anthony.harrup@wsj.com)

1418 ET - Gold futures rise for a second session as Treasury yields ease and the dollar weakens, with the market waiting to see Friday's August employment report and its implications for the Fed's mid-September meeting. Gold traders are also keeping a wary eye on events in the Middle East, where renewed fighting is pushing up oil prices, risking inflation pressures that could in turn lead to higher interest rates. Front-month gold settles up 2.9% in New York at $4,491.70 a troy ounce. Silver rises 3.5% to $66.973 a troy ounce. (anthony.harrup@wsj.com)

1219 ET [Dow Jones]--Gains in bitcoin through August have inspired optimism in the cryptocurrency space, with CoinMarketCap's Fear and Greed index at 77 out of 100, a "greed" reading. But the foundation of these gains are possibly not as strong as some may have hoped. "Perpetual-futures positioning shows the move up came mostly from shorts being liquidated and covered; few new long positions were opened, and shorts have started to rebuild," say analysts with CryptoQuant in a note. Bitcoin has broken through the $80,000 mark, trading up 4.7% to $81,054. Ethereum rises 4.7% to $2,506, XRP climbs 7.4% to $1.45, and Solana is up 4.8% to $104.45. (kirk.maltais@wsj.com)

1210 ET - Higher costs pressured Campbell's profitability last year, CEO Mick Beekhuizen says on a call with analysts. Those pressures are expected to accelerate over the coming year, he adds. As a result, the soup-and-snacks maker says it will selectively implement commodity-driven pricing actions, while continuing to lower prices in other areas. CFO Todd Cunfer says Campbell's pricing strategy has already been communicated to its retail partners. "While volumes may be pressured in the near-term, these were necessary decisions to protect our margins and preserve our ability to invest in our brands," he says. Shares tumble 10% after the company guides for net sales to decline 2% to 4% in the coming year. (connor.hart@wsj.com)

1130 ET - The Gulf's non-oil economy strengthened in August, although the recovery remained uneven across the region, Capital Economics says. Its GDP-weighted measure of Gulf whole-economy PMIs rose to 53.6 from 52.5 in July, suggesting the month marked further progress even though activity remains below prewar levels. The survey readings are encouraging given U.S.-Iran tensions prevailing during August, says Nicolas Crittenden, assistant economist at Capital Economics. Kuwait recorded a particularly sharp rebound, while Saudi Arabia's non-oil activity improved more modestly. Qatar remained the clear weak spot, with its PMI falling to 47.6 from 48.5 as constrained LNG exports weighed on the economy. Crittenden says the resumption of strikes in recent days could weigh on sentiment and complicate the recovery. (farhan.rafid@wsj.com)

1126 ET - Under normal circumstances, HPE's third-quarter print would be very solid, Morgan Stanley analysts write in a note. "But in the context of the current environment, where generational strength in enterprise infrastructure spend is driving material beat and raises at peers, tonight's results underwhelmed," the analysts write. HPE's results didn't live up to high buyside expectations and peer results, and point to supply limiting upside in the networking business more than expected, the analysts write. The company's outlook for the next fiscal year was stronger than expected, though, and embedded conservatism in the margin guidance creates some room for upside, the analysts note. Shares fall 5.9%. (elias.schisgall@wsj.com)

1122 ET - BRP's tariff situation remains a complex headwind, but operational adaptations and target rate relief are reducing the financial burden. Full-year net exposure is now expected at C$200 million, down from earlier estimates. The Ski-Doo and Sea-Doo maker says Section 232 ATV duties dropped to 15% from 25%, and BRP strategically engineered new utility models that avoid those tariffs entirely. However, new Section 338 duties impose a 50% tariff on BRP's Canadian-made Spyder 3-wheelers. Because most fiscal 2027 units were shipped to the U.S. before enforcement took effect, "we'll have an impact next year," CFO Sebastien Martel says.