Economic Events and Corporate Reports — Monday, 3rd November 2025: PMI, Reports from Palantir, ON Semiconductor, and BioNTech

Key Economic Events and Corporate Earnings Reports for Monday, 3 November 2025. Analysis of US PMI, reports from Palantir, ON Semiconductor, BioNTech, Goodyear and others. Major benchmarks for investors at the start of the week.

On 3 November 2025, investors can expect a series of significant macroeconomic releases and corporate earnings reports. It is worth noting that the trading day will commence after the weekend, with the US and Europe returning to standard winter time, while Japan observes a national holiday (Culture Day) – the Japanese exchanges will be closed. This day is packed with the publication of key indicators and financial results from major companies. Below is a comprehensive overview of the anticipated events, ranging from global economic indicators to quarterly reports from firms in the S&P 500, Euro Stoxx 50, Nikkei 225, and MOEX, along with selected issuers such as Palantir, ON Semiconductor, and others.

Macroeconomic Releases from G7, China, and Russia

United States: At 15:00 ET (22:00 MSK), the ISM Manufacturing PMI for October will be published. This PMI indicator is essential for assessing the performance of the US industrial sector – a reading above 50 indicates growth, which supports the dollar, while a reading below 50 places pressure on the currency.
Canada: The speech by Bank of Canada Governor Tiff Macklem at 18:30 ET may influence CAD dynamics. His comments regarding the BoC's monetary policy could trigger a significant market reaction in interest rates. Daily data: Manufacturing PMI (10:30 ET) will also remain in the focus of investors.
United Kingdom: The marketing PMIs for the UK manufacturing sector are anticipated in the morning. Experts predict that the IHS Markit/RAF Manufacturing PMI for October will come in around 49–50 points; a reading below 50 indicates contraction. The Bank of England meets on 6 November, so investor sentiment ahead of the upcoming interest rate decision may influence the reaction to the statistics.
Eurozone (Germany, France, Italy, etc.): In the morning, final October PMIs for manufacturing in Germany, France, and Italy (HCOB/S&P Global, around 8:50–9:00 MSK) are expected, along with an overall final for the Eurozone. Sharp deviations from forecasts may impact the euro and European stock indices. Additionally, unemployment data and retail sales figures for the Eurozone in September may be released as scheduled (morning of 3 November MSK).
Japan: Exchanges and statistical authorities are closed due to the holiday. Investors should account for the closure of Asian markets.
Switzerland: At 7:30 MSK, the CPI (consumer price index) for October will be published. The September index was negative (–0.2% m/m, +0.2% y/y), and the current data will indicate the inflation trend. Low inflation will bolster the SNB's position (expectations of easing), while a rising CPI will conversely support the franc.
China: At 01:45 MSK, the Caixin (RatingDog) PMI for manufacturing in October will be released. This private production activity index (according to Caixin and S&P Global) often reacts more to domestic demand. A reading of around 51.2 is expected (September was 51.2). A drop below 50 will increase pressure on the yuan and commodity currencies in the Asia-Pacific region; growth beyond the forecast will support them.
Russia: No key official releases are scheduled for 3 November. It is worth reminding that the PMI for the manufacturing sector in Russia for October recently showed contraction (48.0). Statistics on industrial production or trade balance for September may be expected by the end of the week, but no such data is scheduled for 3 November. The Moscow Exchange is likely to operate as usual on 3 November (unless it coincides with a holiday).

Quarterly Earnings Reports from the US (S&P 500 and others)

Many large American companies (S&P 500 and others) will announce their results on this day. Key sectors and companies include:

Technology and Software: Palantir Technologies (analytics, big data) will announce its Q3 results after market close. Shares of Palantir have risen in response to news regarding demand for its AI platforms, making the results influential for the tech and AI startup sectors. ON Semiconductor (semiconductors, automotive chips) will report before market opening. Investors will closely watch sales in the automotive sector and demand for SiC chips for electric vehicles (ON shares are also sensitive to dynamics in AI and data centres). Vertex Pharmaceuticals (pharmaceuticals, genetic diseases) will present its report on Monday; attention will focus on R&D expenditures and sales of key drugs. BioNTech (biotechnology, vaccines) will release its results on Monday morning (conference call scheduled for 8:00 ET). Its report is significant for the healthcare and biotechnology sectors, especially following a decline in COVID-related drug sales.
Industry and Consumer: Goodyear Tire (automotive tyres) will publicise its report after the US market closes. Goodyear's results are of interest to the automotive and energy sectors (changes in rubber prices are linked to the oil market). BWX Technologies (nuclear fuel and components) will also publish reports after the close, which is particularly important for the defence and energy segments. Bruker Corporation (scientific equipment) will present its results before market opening; the company focuses on biomedical and chemical instruments, with its report being significant for the science and healthcare sector.
Energy and Mining: Williams Companies (gas processing and pipelines) will announce its Q3 results, most likely after market close (IR indicated a publication on 3 November). Simon Property Group (shopping centres) will report at market close – relevant for the consumer sector and retail. Major oil companies (Exxon, Chevron) reported results last week.
Finance and Services: The expectation portfolio includes several banks and insurance companies (the largest US banks will report on Thursday and Friday). On Monday, the focus remains on sectors other than finance.

Quarterly Earnings Reports from Europe (Euro Stoxx 50 and others)

In Europe, Monday is relatively calm regarding the publication of financial results from major companies. Among the companies in Euro Stoxx 50, no reports are scheduled for the first Asian-European time on Monday. Some financial media note that reports from banks in France and Germany are expected in the coming days, but the main financial results will be released later in the week. European real estate funds (Unibail, Klepierre, etc.) are also noteworthy, as they typically report in early November; however, no big surprises are expected on Monday. Nevertheless, European manufacturing PMIs (flash data for the manufacturing sector) will be highlighted at the very start of the trading day, and their results may either support or weaken the euro and the banking sector.

Quarterly Earnings Reports from Asia (Nikkei 225 and others)

Japanese exchanges will be closed on 3 November (Culture Day), hence neither corporate reports nor statistics from Japan are expected. In China, an important release – the manufacturing PMI (as mentioned above) – is anticipated. South Korea, Taiwan, and other Asian markets will publish PMI and export data throughout the week; on Monday, their precise schedules will follow Moscow's time, but the primary focus will be on China.

Quarterly Earnings Reports from Russia (MOEX) and the CIS

Russian companies typically report later – for example, major energy and banks release consolidated reports at the end of October to early November. As of Monday, 3 November, no clear publications are scheduled based on Moscow's calendar. However, in light of the overall situation, many investors are monitoring the results of Gazprom, Norilsk Nickel, Sberbank, and LUKOIL, which will disclose their consolidated financial results in the upcoming days. As of 27 October, from official schedules, it is known that trading in Russia will halt on 4 November (Constitution Day), and the deadline for submitting quarterly reports for Gazprom Group and others will be at the end of October. Thus, the Russian market is likely to be quiet on Monday, with news from Russia having the most impact reflected in analytical summaries regarding Q3 results.

Companies - 'Before Market Open' (examples)

Some companies will announce their results or conduct conferences before the stock session begins:

Bruker (BRKR) – Q3 results will be released before the market opens on Monday. The scientific instruments sector company has its outcomes particularly affecting the biotechnology and industrial segments.
ON Semiconductor (ON) – Q3 report from the semiconductor manufacturer is scheduled before market opening on 3 November. Investors will take note of comments regarding demand in the automotive sector (SiC chips) and AI prospects.
BioNTech (BNTX) – This German biotech firm (vaccines and oncology drugs) will reveal its Q3 results on the morning of 3 November (conference call at 8:00 ET). The publication will occur before the market opens, influencing biotech stocks and the pharmaceutical industry as a whole.
Vertex Pharmaceuticals (VRTX) – Will announce its Q3 financial results on Monday, 3 November, planned for after Asian trading closes. Reviews from here will arrive before the US trading begins. Fresh data from Vertex is of interest to investors in genetics and pharmaceuticals.

Companies - 'After Market Close' (examples)

Some major issuers will present reports or conduct teleconferences at the end of the day after the US market closes:

Palantir Technologies (PLTR) – Will publish its Q3 report after the close on 3 November. The IT/Big Data company often experiences sharp stock movements, reflecting the market sentiment towards AI projects.
Goodyear Tire & Rubber (GT) – Q3 reports will be released after US trading concludes on 3 November. Goodyear data is significant for automotive and industrial shares, reflecting price and volume trends in commodity and consumer markets.
BWX Technologies (BWXT) – Financial reporting is scheduled for 3 November after the market closes. The company operates in the nuclear technology and civilian defence segment, influencing the national security and energy technology sectors.
Simon Property Group (SPG) – One of the largest REITs (shopping centres) will report after the market closes on 3 November. SPG results serve as a barometer for consumer spending and retail in the US.
Williams Companies (WMB) – A gas transmission and infrastructure company; its reports will be released after the market closes on 3 November. This data is important for the energy and utilities markets.
Vertex Pharmaceuticals (VRTX) – If not released before market opening, its results may also be expected in the evening of 3 November (usually they are published before US trading begins, but can be postponed to the after-market period).

Market and Sector Impact

Upcoming releases may adjust market expectations and provoke sector reactions:

Betting on PMI: A weakening PMI in the US or China (if indices fall below 50) will amplify pessimism regarding demand and pressure risk assets and commodities. Specifically, the technology sector and US equity markets may experience a temporary correction, while oil and metal-heavy stocks may rise alongside developing countries’ currencies tied to commodities.
Central Bank Policy: The speech by Bank of Canada Governor Macklem may impact the Canadian dollar. If he maintains a hawkish tone (allowing the CAD to strengthen), it could also affect the energy sector (as many traders link CAD with oil). Low Swiss CPI will increase expectations of easing from the SNB and weaken the franc, which will support European commodity producer equities.
Quarter of Technological Growth: Reports from Palantir and ON Semiconductor are especially relevant for the technology sector. Strong results or optimistic forecasts (for instance, Palantir regarding AI platforms, ON concerning automotive applications) could support technology indices. Conversely, weak figures may compel investors to reassess sector valuations.
Healthcare: BioNTech and Vertex will influence the prospects for medical and biotechnology companies. If BioNTech demonstrates growth or an increase in its portfolio of new drugs, it will uplift other biotech stocks. A decline in expectations for key drugs will exert pressure on industry equities.
Industry and Consumer: Reports from Goodyear, Bruker, and Simon Property will signal demand in manufacturing and the consumer sector. An increase in Goodyear's profit (with large tyre sales) will indicate a recovery in the automotive industry; a decline will suggest supply chain issues and reduced capital investment. Results from Simon Property will reflect the health of the retail real estate market: if shopping centre revenues fall due to weak traffic, it is a signal for the retail sector as a whole.
Energy and Resources: Despite major oil reports being completed, global energy sectors will respond to overall sentiment: a strengthening dollar due to high PMIs depresses oil prices, while weak PMIs will conversely aid in the appreciation of energy commodities. Additionally, news regarding metal prices (through macro data from China) will influence shares of mining and commodity producers.

Overall, on 3 November, markets will balance between reduced optimism stemming from global PMIs and expectations of results from the largest companies. Investors from the CIS should closely monitor these releases, as they are capable of setting the tone for the upcoming trading week: weak data on US and Chinese industries may prompt investment in risky assets of resource issuers, while strong corporate earnings reports from American companies will bolster stocks in the technology and biopharmaceutical sectors.