Detailed Review of Economic Events and Corporate Reports for Monday, 17th November 2025: Japan's GDP, Canada's CPI, US Budget, Reports from XPeng, JinkoSolar, Trip.com, HP, and Other Companies.
On Monday, 17th November, investors from the CIS countries will be keeping a close eye on a busy agenda. The focus will be on significant macroeconomic publications from various countries, as well as the financial results of several major companies worldwide. Below is a brief introduction to the key statistics of the day and the major business reports that could influence market sentiment. Particular attention will be given to data from Japan, Canada, and the United States, along with reports from corporations ranging from Asian tech giants to American manufacturers. This will aid investors in assessing the state of the global economy and individual sectors ahead of the new trading week.
Key Macroeconomic Events of the Day
Japan's GDP for Q3 2025 (preliminary data) – Early on Monday (02:50 MSK), the GDP estimate for Japan's third quarter will be released. A slowdown in economic growth is anticipated: preliminary forecasts point to a possible contraction of approximately –2.5% year-on-year following robust growth in Q2. In Q2, Japan's economy unexpectedly accelerated (approximately +2.2% YoY), driven by resilient domestic consumption and export growth; however, by the end of summer, the impact of these factors may have weakened. Preliminary statistics for Q3 will reveal how external demand downturns and inflationary pressures have affected Japan's GDP. This data may influence the yen's exchange rates and the direction of Asian markets early in the morning, setting the tone for the start of the week.
Canada's Consumer Price Index (CPI) for October 2025 – The inflation statistics for Canada will be released in the afternoon (16:30 MSK). Analysts are expecting a slight easing of inflationary pressures: the consensus forecast suggests a slowing of year-on-year price growth to approximately 2.1% from 2.4% in September. A decrease in gas prices in October (~–5% month-on-month) is expected to balance the ongoing rise in food prices (about +3.8% YoY) and other goods. Should the actual data confirm a cooling of inflation, it would indicate a movement towards the Bank of Canada's target range (1-3%). Regional investors will assess whether this deceleration is sufficient for the regulator to maintain a soft stance after a recent cycle of rate cuts, or if inflationary pressure remains robust. The CPI publication may impact the Canadian dollar's exchange rate and expectations regarding future Bank of Canada policy.
US Federal Budget for October 2025 – Later in the day (22:00 MSK), the US Department of the Treasury will release the report on the federal budget for October – the first month of the new 2026 fiscal year. Investors will pay attention to the size of the budget deficit and revenues/expenses at the start of the year, especially after the deficit for the previous fiscal year 2025 reached approximately $1.8 trillion (around 5.9% of US GDP). October traditionally sees a deficit in the US, and current data is expected to show a significant excess of expenditures over revenues, especially given that interest payments on debt and obligations for social programs remain high. According to the Congressional Budget Office (CBO), the deficit for October 2024 was $219 billion, and the market will compare the new figures with last year’s. Signals regarding the state of public finances are crucial for investors: an increase in the deficit could intensify discussions around the debt burden (US debt is already approaching 100% of GDP) and potentially affect government bond yields and the overall resilience of economic policy. The budget publication late in the evening could set the direction for US dollar exchange rates and sentiments in the bond market.
Major Corporate Reports: 17th November 2025
On Monday, several significant publicly traded companies will report their financial results for the last quarter, both before the main trading session and after its conclusion. The list includes representatives from various indices and sectors: from high-tech firms in Asia to industrial and financial companies in the US and Europe. Below are the key reports, arranged by their release times.
Reports Before Market Opening
XPeng (XPEV) – The Chinese electric vehicle manufacturer will release its Q3 results before the US market opens. The company has already reported record deliveries of 116,007 electric vehicles for the quarter (+149% YoY), marking the fourth consecutive quarterly high. Investors are eager to see how this impressive sales growth has reflected on XPeng's financial metrics, particularly given the margin pressures in the sector. A management conference call is scheduled for 8:00 AM Eastern Time (16:00 MSK) on the same day. XPeng's results will provide insights into the dynamics of the Chinese EV market and whether the company manages to maintain its rapid growth amid competition and costs related to the development of autonomous driving technologies.
ZEEKR (ZK) – Another representative of the Chinese automotive industry, the premium electric vehicle brand ZEEKR (part of Geely Group), will release its Q3 financial results on Monday morning. The publication is expected before US trading begins. ZEEKR continues to ramp up its volumes: in the third quarter, the company delivered about 140,000 electric vehicles, increasing sales by approximately 12.5% YoY. Investors from the CIS will be evaluating the company’s results for the first time following its recent IPO. The market is anticipating revenue data (forecast around $4.7 billion) and an expected loss per share of approximately -$0.18 for the quarter. ZEEKR's report will help elucidate the situation in the premium electric vehicle segment in China and consumer sentiment domestically.
JinkoSolar (JKS) – The largest solar panel manufacturer from China will release its quarterly report before the session begins. Analysts predict a loss for Q3, reflecting industry challenges: EPS expectations are approximately -$2.50, significantly worse than last year’s profit. In the previous reporting period, JinkoSolar disappointed the markets by not meeting earnings forecasts, and now investors will be looking for signs of demand recovery for solar panels and improvement in margins. Given the fluctuations in polysilicon prices and stiff competition in the global renewable energy market, JinkoSolar's results will signal the health of the entire solar energy sector.
Full Truck Alliance (YMM) – The Chinese online freight service (known as "Uber for trucks") will report on Monday before the market opens. A moderate quarterly result is anticipated; the consensus EPS forecast is around $0.13, slightly below last year’s levels. Investors will be keen to learn how the slowdown in economic growth in China has impacted demand for freight services and platform utilisation for Full Truck Alliance. In previous quarters, the company consistently surpassed analysts’ expectations, so the market will be watching to see if it can maintain such momentum. YMM's metrics will serve as a barometer for activity in China's logistics and e-commerce sectors.
H World Group (HTHT) – The largest hotel chain in China (formerly Huazhu Group) will publish its financial results early in the morning. The company, which owns hotel brands in China and abroad, completed the third quarter amid recovering tourism activity. Analysts expect earnings of around $0.60 per share, slightly higher than last year’s figure. Should the actual numbers align with forecasts, the annual profit growth will be around +3-4%, reflecting gradual improvement in hotel occupancy since the pandemic. Investors will assess management's comments on domestic tourism in China and the international expansion of H World Group to gauge the hotel sector's prospects in the region.
Aramark (ARMK) – The American corporation providing catering, food, and uniform services will report for Q4 of the 2025 fiscal year (ending 30th September). The publication is expected before trading begins in New York. According to forecasts, Aramark will show significant profit growth: consensus EPS around $0.65, approximately 20% above last year’s quarter. The company has consistently surpassed analysts' expectations in recent quarters amid a recovery in corporate services and uniform supply rentals. Investors will monitor the business's margins and comments on demand from enterprises, schools, and sports organisations – key clients for Aramark. Strong results could positively impact the company's shares and set the tone for the business services sector.
Brady Corporation (BRC) – The producer of identification and industrial marking solutions will report for Q1 of the 2026 fiscal year before the market opens. Brady operates in the US and Europe, providing labels, safety signs, and marking equipment for factories. Amid industrial growth and companies' demands for safety management systems, stable results are expected: analysts predict earnings around $1.17–$1.18 per share, comparable to last year’s levels. Investors will be keen to note any changes in industrial demand – an increase in Brady's orders could signal a rise in capital spending by companies, while weak sales may indicate customer caution. Additionally, the company usually conducts a conference call (scheduled for 18:30 MSK today) where it may share projections for upcoming quarters.
Freightos (CRGO) – A young international online platform for booking freight services (originating from Israel) will report in the morning. Freightos's business has been affected by declining rates for container shipping and general volatility in global trade. Losses are expected to persist (forecasted at around -$0.08 per share) amidst declining revenue. Last year, Freightos failed to meet market expectations as demand for logistics IT services decreased. The Q3 report will reveal whether Freightos has increased transactions on its platform and reduced losses amid stabilising global supply chains. Investors in the logistics technology sector will be looking for signs of the company's trajectory towards break-even.
Arbe Robotics (ARBE) – The Israeli developer of radar systems for autonomous vehicles and robotics will publish its Q3 results before the market opens. The startup nature of the business suggests that the company is currently unprofitable, although revenue is growing as new contracts in the automotive industry are secured. A quarterly loss per share of around -$0.11 is expected, slightly lower than last year’s loss. Investors will assess the pace of Arbe's partnerships with vehicle manufacturers and progress in the production of its advanced radar chip. Any positive news (for example, an increase in orders from automakers or improved forecasts) could trigger heightened volatility in ARBE shares, given its lower market capitalisation and interest in the autonomous transport sector.
Codere Online (CDRO) – A subsidiary of the Spanish gaming operator that conducts online betting and casinos plans to release its financial results before US markets open (the press release is scheduled before 08:30 ET). Codere Online is expanding actively in Spain and Latin America. The market anticipates seeing revenue growth from online betting and gaming, especially following the summer sports season. In the previous quarter, the company reported moderate revenue growth (~+1% YoY) and an improvement in its EBITDA figure; now it is vital to ascertain whether it has expanded its customer base and turnover in online casinos. Investors from the CIS may be interested in the prospects of the online gaming business in mature European and emerging Latin American markets, as reflected in Codere Online's results.
Reports After Market Close
Gladstone Capital (GLAD) – An investment company from the US (a business development company, BDC) will publish financial results after trading ends in New York. Gladstone Capital invests in debt instruments of mid-sized businesses and pays stable dividends (yield around 9%). The Q4 report for the 2025 fiscal year will reveal how rising interest rates have impacted interest income and the quality of the credit portfolio. Analysts are forecasting earnings around $0.51 per share. Investors will seek signs of resilience: a low level of borrower defaults and dividend coverage by earnings would be a positive signal. GLAD's results are notable in the context of the entire BDC sector and high-yield bonds, as they reflect the status of small and medium-sized businesses in the US amid expensive financing conditions.
XP Inc. (XP) – The largest Brazilian online brokerage and investment platform will report late Monday evening (in Brazil and the US, markets will have already closed). Q3 data is anticipated, where the key metrics will be client asset and commission income growth. Amid high volatility in Brazil's financial markets, XP may have attracted new investors seeking alternatives to traditional banks. The consensus earnings forecast is around $0.50–$0.55 per share. Last week, XP Inc. pleased investors with news of record quarterly profits (for instance, in Q2 2025, the company reported record net income), bolstering its shares. The market is now awaiting confirmation of this positive trend. Strong results from XP could serve as an indicator of growth in the Latin American financial sector and populace's interest in investments.
LifeMD (LFMD) – The American telemedicine company with a small market capitalization will release its report after market close. LifeMD provides online medical consultation services and sells prescription medications via the internet. In recent quarters, the company has demonstrated double-digit revenue growth, expanding its subscriber base for medical subscriptions. However, the business remains unprofitable, and investors are awaiting decreasing quarterly losses as it scales. The Q3 2025 report will show if LifeMD has approached the break-even point; profitability metrics, average revenue per customer, and user retention rates are crucial. The telemedicine sector is actively developing, so any news (such as new partnerships or growth slowdowns) could have significant implications for LFMD's stock prices.
HP Inc. (HPQ) – One of the largest global producers of PCs and printers will report after the main session concludes. HP will present its Q4 financial results for the 2025 fiscal year (August-October) amid challenging conditions in the industry: the demand for personal computers remains unstable following the pandemic boom, and competition is intensifying. Analysts expect year-on-year revenue decline, but investors will focus on margins and management's forecast for the upcoming year. Key discussion topics will include the sales dynamics of business laptops, recovery of printer demand, and the impact of the cost-cutting programme HP is implementing to sustain profits. Last week, HPQ shares were pressured following the announcement of a reduced stake in the company by Berkshire Hathaway; however, a strong quarterly report could restore investor confidence. A conference call featuring CEO Enrique Lores is scheduled after the report's release, where strategic initiatives and company expectations for the 2026 fiscal year will be discussed.
3V Systems (III) – Among those reporting is also 3V Systems (ticker III). (Note: Data on this company is limited.) Financial results are expected to be published on the evening of 17th November. Judging by the ticker, the company is part of an international index and may represent the technology or investment sector. Investors will review 3V Systems' report to understand the dynamics of its business. Although this is a lesser-known name compared to other participants on the list, 3V Systems' results may be of interest in the context of the overall industry situation. When analysing the report, attention will be directed at key financial indicators and management guidance to evaluate the company's outlook.
Trip.com Group (TCOM) – A leading Chinese online travel booking agency (owner of platforms like Trip.com, Ctrip, Skyscanner) will report after the trading day in the US concludes (in the evening in New York, which corresponds to the morning of 18th November in Shanghai). The third quarter is expected to have been successful for Trip.com due to the active tourist season: analysts anticipate earnings around $1.00–$1.10 per share. Domestic tourism in China has continued to flourish, and international travel is recovering following the lifting of COVID restrictions. Investors will be keen to see how much revenue has increased from hotel and flight bookings and what the prospects are for the fourth quarter considering the "Golden Week" and holiday season. In the previous quarter, Trip.com significantly surpassed forecasts, resulting in nearly +15% jump in its share price the following day. Should the current results also exceed expectations and come with a positive outlook, it would confirm the strength of the online tourism industry and the purchasing power of Chinese consumers.
Gladstone Capital (GLAD) – repeat (see above, report expected after market close).
Danaos Corporation (DAC) – One of the world’s leaders in container shipping will present its financial results after trading hours. The Greek company Danaos owns a large fleet of container vessels, leasing them long-term to ocean transportation lines. Thanks to high charter rates in recent years, Danaos has reported record profits, and although rates are normalising, it is expected that the company will still report significant revenue and solid cash flow for Q3 2025. The consensus estimate for earnings is between $7.00 and $7.50 per share, indicating double-digit growth compared to last year. Investors will pay attention to updates regarding the company’s debt, capital distribution plans (dividends, share buybacks), and comments on demand for container shipping. Since Danaos has scheduled its conference call for the morning of 18th November, key details may only become available the following day, but the basic figures from the report will allow for an assessment of the current condition of the global maritime shipping industry.
In conclusion, Monday, 17th November 2025, promises to be information-rich for investors. In the morning, markets will digest data from Japan, questioning whether a downturn has begun there; throughout the day, they will track inflation trends in Canada; and late in the evening, they will evaluate the state of the US budget and its potential impact on financial conditions. Concurrently, corporate reports from Asia to America will provide a cross-section of conditions in key sectors: automotive and technology (XPeng, ZEEKR, Arbe), renewable energy (JinkoSolar), online services and tourism (Full Truck Alliance, Trip.com), as well as industry and finance (Aramark, HP, XP Inc, Gladstone). Investors from the CIS countries should pay close attention to these events to promptly respond to any market shifts. A comprehensive understanding of macroeconomic trends and corporate results will assist in making informed decisions when shaping investment strategies for the current week and beyond.
