Be in the know. 10 key reads for Sunday…

  1. ‘The next China is China’: Estée Lauder chief doubles down in the east (ft)
  2. Estée Lauder CFO on driving a turnaround led by consumer-first innovation (fortune)
  3. Americans Are On a Year-End Shopping Spree (wsj)
  4. The Consumer Sentiment vs. Consumer Spending Puzzle (npr)
  5. How Alibaba quietly became a leader in AI (cnbc)
  6. Alibaba Launches Qwen App to Boost its Consumer AI Efforts (alizila)
  7. It’s the Strongest Buyer’s Market in Records Dating Back Over a Decade (redfin)
  8. Cracks are appearing in OpenAI’s dominant façade (economist)
  9. Thinking About 2026 (carsongroup)
  10. Odd Lots: What Susan Collins Wants to See Before Supporting Another Rate Cut (bloomberg)