Detailed Review of Economic Events and Corporate Reports for the Week of 24–29 November 2025: Key Company Reports, Macroeconomic Indicators, and Recommendations for Investors.
Investors worldwide are gearing up for a week full of events where corporate reports intersect with key economic occurrences. The closing autumn brings another wave of quarterly reports from companies in the USA, Europe, Asia, and Russia. Against the backdrop of the volatile dynamics of global stock markets (from the S&P 500 to the Nikkei 225 and MOEX), the focus of the equity market will be on both the financial results of corporations and macroeconomic indicators. Key metrics such as revenue and earnings per share (EPS) from leading firms, signals about the health of the global economy, and consumer sentiment ahead of the holiday sales season are under consideration. Below is a detailed analysis of each day of the week, highlighting the expected events and reports, along with brief recommendations for investors.
Monday, 24 November 2025
On the first day of the week, the spotlight will be on the corporate reports from American technology firms and significant economic data from Europe. Investors will evaluate the results from a number of companies after the US market closes on Monday, setting the tone for trading on Tuesday. In the morning, all attention will focus on Europe: the release of the Ifo Business Climate Index in Germany will reflect business sentiments in the largest economy of Europe. In Asia, trading will be quieter due to a public holiday in Japan (the stock exchange is closed, with the Nikkei 225 lacking benchmarks). Overall, Monday kicks off a week where the analysis of companies (their quarterly results and forecasts) intertwines with macroeconomic expectations.
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Corporate Reports (after the US market close): Semiconductor company Semtech (USA) will announce its 3rd quarter results (expected revenue decline to around $266 million and EPS of approximately $0.44). Financial conglomerate StoneX Group (USA) will present results for the 4th quarter of its fiscal year. Reports are also expected from the investment funds PennantPark Floating Rate Capital (PFLT) and PennantPark Investment (PNNT) for their 4th fiscal quarters (both after trading ends). Energy technology company Fluence Energy (USA) will announce its Q4 2025 results (forecasting an EPS of around $0.13). Among industrial and high-tech corporations, particular attention will be paid to the reports of Keysight Technologies and Agilent Technologies – both companies (part of the S&P 500 index) will publish their financial results for the 4th quarter of the fiscal year on Monday evening. Agilent is expected to report around $1.59 earnings per share, while Keysight approximately $1.83 per share according to consensus forecasts. Additionally, agricultural firm Alico Inc. will publicise the results for the 4th quarter and the entire year of 2025 (after the market closes, with a subsequent teleconference on Tuesday morning). In the global context, these corporate reports will provide investors with benchmarks about the state of individual sectors – from electronics to agribusiness – and may influence the dynamics of S&P 500 futures.
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Economic Events: Germany will release the Ifo Business Climate Index for November, reflecting companies' confidence levels and potentially impacting European markets (Euro Stoxx 50). Japan will observe a banking holiday (Labour Day), thus trading on the Tokyo stock exchange will not take place – this will limit investors' activities in the Asian region on Monday.
Tuesday, 25 November 2025
On Tuesday, the volume of major corporate reports, especially in the USA, sharply increases, and a series of international meetings and data publications commence. Investors will analyse early retail sector reports: prior to the US market opening, quarterly results from the largest electronics retailer Best Buy are due (forecast: approximately $1.30 EPS and revenue around $9.6 billion for the 3rd quarter). Before trading begins on Tuesday, a report from Analog Devices (USA) – a leading chipmaker – is anticipated, which will set the tone for the technology sector (the company’s conference call is scheduled for 10:00 ET). Moreover, G7 meetings begin on Tuesday, where ministers from leading powers discuss global economic issues, an event that will elevate overall market uncertainty. In the afternoon, attention will shift towards a wave of technology and industrial reports being released after New York trading concludes. In Europe, investors will continue monitoring internal indicators: in the USA, consumer confidence indices and housing market data are set to be released in the afternoon, potentially influencing global risk appetite.
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Corporate Reports (USA, Key): After the closing of the US market on Tuesday, several major corporations will announce their results. Dell Technologies will release its 3rd quarter results for fiscal 2026 (consensus: approximately $2.47 EPS and $27.3 billion in revenue). Cloud giant Workday will report for the 3rd quarter of FY2026 (expected EPS of around $2.12 with revenue near $2.42 billion; conference call at 16:30 ET). Autodesk, a software design developer, will conduct its financial report (call at 14:00 PT) – continued growth in subscription revenue is anticipated (consensus around $2.21 EPS). Computer giant HP Inc. will also disclose its 4th quarter FY2025 results on Tuesday evening: analysts expect about $0.92 EPS and approximately $14.5 billion in revenue; it will be particularly important to hear the company's forecasts considering shifts in demand for PCs. Among consumer brands, Urban Outfitters will report (approximately $1.18 EPS, revenue around $1.49 billion for the 3rd financial quarter of 2026) – providing insights into clothing retail trends ahead of the holiday season. Additionally, quarterly results from cloud service PagerDuty, video chip maker Ambarella, and enterprise software firm Nutanix (expected revenue growth of approximately 11% y/y) will be released in the evening. Such a volume of reports in a single day may lead to heightened volatility in the stock market: investors will assess how actual figures align with forecasts and how companies comment on prospects for the upcoming quarter.
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Economic Events: Multilateral G7 meetings occur on Tuesday (continuing into Wednesday), where geopolitical and economic issues are debated – statements following these discussions may impact global markets and currency exchange rates. Key US consumer activity indicators will be released: the consumer confidence index (Conference Board) and data regarding pending home sales for October. Additionally, the Richmond Federal Reserve will publish its business activity index. These economic events will provide investors with signals on the state of the US economy going into the fourth quarter. Collectively, Tuesday will be one of the busiest days of the week, requiring investors' close attention to both corporate reports and macroeconomic statistics.
Wednesday, 26 November 2025
Wednesday promises to be an important day for the markets despite the shortened trading week in the USA. Investors will receive the final stream of key data from the USA ahead of Thanksgiving, along with several reports from major companies. The morning will start with New Zealand's interest rate decision: the Reserve Bank of New Zealand (RBNZ) is expected to lower the rate by another 0.25% to 2.25%, concluding the easing cycle (this action will affect the currency market and sentiments in the Asian region). Thereafter, American markets will concentrate on a block of macro statistics traditionally released ahead of the holiday: an advance estimate of US GDP for the 3rd quarter (the second adjustment) will confirm or adjust the previously announced economic growth rate, while weekly data on unemployment claims will be released a day earlier than usual due to the holiday. Moreover, US statistics on durable goods orders for October will be published – indicating investment activity. On the corporate front, the major event will be the report from industrial giant Deere & Co. (John Deere), traditionally released on Wednesday morning before the US market opens.
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Corporate Reports: Deere & Company (USA) – one of the world's leaders in agricultural and construction machinery – will present its financial results for the 4th quarter of 2025. The Deere conference call is scheduled for Wednesday at 9:00 North American Central Time (CST). Analysts anticipate around $3.96 earnings per share amid strong demand for agricultural machinery; however, investors will also closely look at the company's forecasts for 2026 considering commodity price dynamics and interest rates. In the technology sector, following the closure of trading on Tuesday, the results from companies (Dell, Workday, and others) will be known, allowing the market participants to digest this information – new significant reports in the USA after Deere are not expected due to the approaching holiday. In the Russian market on Wednesday, attention should be paid to the financial results of the Moscow Exchange (MOEX) for Q3 2025 according to IFRS – the exchange's operating income and profit figures will provide insights into the local equity market's activity during the summer period. This data may influence the stock prices of MOEX and the overall investor sentiment in Russia.
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Economic Events: RBNZ's interest rate decision: the New Zealand regulator is projected to lower the official rate from 2.5% to 2.25%, concluding the rate reduction cycle – this is the first key event of Wednesday setting the tone in Asian markets. The revised US GDP for Q3 will also be published (preliminary estimates have shown steady growth, and confirming this trend will bolster investor optimism). Simultaneously, a batch of statistics will be released: durable goods orders for October, as well as weekly initial unemployment claims – a set of data reflecting the health of the US economy. Additionally, the G7 meetings continue, and the last day of the summit may bring joint statements on economic policy. Collectively, Wednesday will offer final benchmarks for investors ahead of the long weekend in the USA, potentially leading to increased volatility in the early part of the day, followed by subdued activity closer to the evening.
Thursday, 27 November 2025
On Thursday, global equity markets will enter a phase of calm: the US is observing a public holiday – Thanksgiving Day, the exchanges are closed, and trading volumes for global assets decrease. It is typically a peaceful day in international markets, although trading continues as usual in other regions. Investors will process the mass of information received earlier in the week and assess the first signals from the retail sector ahead of the sales season. European markets (Euro Stoxx 50 and national indices), in the absence of signals from the USA, may exhibit low volatility, responding mostly to local news. The focus of the day will be regions outside the USA, including Russia, where Thursday will be an active day for corporate reporting, and Asia.
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Corporate Reports (Russia): While Western markets pause, several major companies in Russia will publish their reports for Q3 2025 on the Moscow Exchange. In particular, RusHydro (HYDR) – one of Russia's largest energy companies – will reveal its results for the first nine months of 2025 according to IFRS, reflecting generation and tariffs in the energy sector. Additionally, the diversified holding AFK Sistema (AFKS) will present financial results for Q3: investors will evaluate the dynamics of telecommunications business (MTS) and other assets of the holding under domestic market conditions. Moreover, the group “Segezha” (Segezha Group, SGZH) will likely publish its quarterly and nine-month results, providing additional information on the state of the forest industry and high-tech sectors, respectively. Reports from Russian companies, although being released on a day of low global activity, are significant for local investors and impact the MOEX index: any surprises (profit growth, dividends, deterioration of performance) can provoke price movements in Moscow.
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Economic Events: In the USA, it is a national holiday (Thanksgiving Day), financial markets are closed, and no macroeconomic publications are scheduled. Europe and Asia have normal trading, but the absence of American players and the recently received data means that activity will be subdued. Some market participants will begin preparing to evaluate early results from “Black Friday” sales, although the main figures for retail sales will emerge later. On this day, investors are advised to avoid excessive activity and use the pause for analytical assessment of the corporate reports and data received by mid-week.
Friday, 28 November 2025
The last trading day of the week promises a combination of a shortened trading session in the USA and important benchmarks for the consumer sector. On “Black Friday,” American stock exchanges will reopen after the holiday but operate on a reduced schedule (until 13:00 Eastern Time). Trading volumes are typically lower than usual; however, news about the commencement of the sales season may induce targeted movements in retail companies' stocks. Investors worldwide will closely monitor the initial evaluations of sales during Black Friday – this is a traditional indicator of consumer activity in the USA, setting the tone for the entire holiday season and impacting shares in the retail and e-commerce sector. In Asia and Europe, trading will proceed calmly, considering the lack of significant scheduled events, but investor sentiment will be shaped with a view toward the American stock market and retail sales data.
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Corporate Reports: No significant publications are expected in the USA (companies generally avoid releasing reports on the day between the holiday and the weekend). However, on Friday, one of the most significant reports of the week will be released in Russia: oil company Rosneft (ROSN) will present its financial results for Q3 2025 according to IFRS. Being the largest oil company in Russia and one of the leaders in market capitalisation on MOEX, Rosneft will illustrate how profits have been affected by oil prices and tax burdens. According to data from the first half of the year, the company’s profit declined due to high export duties and discounts on Russian oil; however, rising energy prices could partially improve results in the third quarter. Investors will evaluate Rosneft’s revenue dynamics and profitability alongside management’s commentary on future plans and the influence of external factors (e.g., OPEC+ quotas). Additionally, on Friday, investment company Safmar Finans (SFIN) will report its results for nine months. These publications will conclude the week of corporate events on the Russian market.
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Economic Events: No significant macroeconomic releases are scheduled for Friday. However, “Black Friday” itself is considered an important economic event: the commencement of large-scale sales and initial data about in-store and online sales will be reported by analytics agencies by the end of the day. Investors and analysts will assess how strong consumer demand has been: robust sales may lift retail stocks and enhance forecasts for US economic growth in Q4. Activity may also be noted in the commodity markets in anticipation of significant weekends: on Sunday, 30 November, an OPEC+ meeting is scheduled to discuss oil production policy – this could influence oil quotations by the end of the week and is particularly relevant to Russian oil and gas companies.
Conclusion and Recommendations
Amid such an eventful week, investors should act thoughtfully and deliberately. Corporate reports will provide valuable information for analysing companies – it is critical to compare actual results with market expectations and pay close attention to management forecasts for future periods. Economic events – from GDP data to central bank decisions – will shape the overall backdrop for the equity markets.
Key Recommendations for Investors:
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Diversify and consider regional factors: The event layout covers the USA, Europe, Asia, and Russia – an investor's portfolio should be diversified across regions to mitigate risks. For example, robust reports from American technology companies will support the S&P 500, while OPEC+ decisions and Rosneft’s reports will impact the Russian MOEX and global oil sector.
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Monitor consumer demand: Data from “Black Friday” will provide the first signal about consumer sentiment ahead of the holidays. Strong sales may bolster retail shares and enhance macro-indicators, while weak demand will trigger caution. Investors should consider these trends in decision-making, especially concerning retail and consumer-oriented manufacturing companies.
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Account for low liquidity and volatility: During holiday periods (Thanksgiving and the shortened session on Friday), market activities often decrease – price movements can be sharp on specific news. It is advisable to avoid excessive trading during these periods and wait for the normal liquidity to return next week. Use this time to analyse incoming quarterly reports and review investment strategies based on new data.
Overall, the week from 24 to 29 November 2025 appears to be dynamic. The combination of corporate news (company reporting from various continents) and economic events (macroeconomic statistics and leaders' meetings) creates a comprehensive picture for global investors. A professional and composed approach – analysing quarterly reports, evaluating EPS against forecasts, and considering the macroeconomic backdrop – will assist in making sound investment decisions. As the week concludes, markets will enter December with updated benchmarks, and investors will have a clearer understanding of which sectors and regions exhibit the greatest resilience and growth potential in the current market environment.
