Be in the know. 14 key reads for Friday…

  1. US LNG Exports at Record High Just in Time for Winter Demand (bloomberg)
  2. Shoppers’ Holiday Spending Could Help Keep the Economy Humming (nytimes)
  3. Small Retailers Enter Holiday Season Optimistic (zerohedge)
  4. US Thanksgiving online sales expected to rise 6%, Salesforce data shows (reuters)
  5. Uneven economy will drive investors’ Black Friday stock picking (reuters)
  6. Wall Street Maintains Bullish Emerging-Markets Outlook for 2026 (bloomberg)
  7. Alibaba Is a Window Into China’s Two-Speed Economy (bloomberg)
  8. Alibaba Cloud team wins top AI award for breakthrough in model efficiency (scmp)
  9. Alibaba’s AI glasses to rival Meta go on sale for $500 (cnbc)
  10. Silver Shift: How China’s Older Consumers Are Becoming Reliable Spenders (barrons)
  11. Nexperia Urges China Unit to Restore Supply Chain (wsj)
  12. Midterm elections are coming in 2026. Here’s what 100 years of data tell us about how stocks may react. (marketwatch)
  13. Bear Markets Don’t Happen When Liquidity’s Like This (zerohedge)
  14. OpenAI partners amass $100bn debt pile to fund its ambitions (ft)