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

Key Economic Events and Corporate Reports for Monday, November 3, 2025. Analysis of U.S. PMI, Reports from Palantir, ON Semiconductor, BioNTech, Goodyear, and Other Companies. Key Indicators for Investors at the Start of the Week.

On November 3, 2025, investors can expect a series of important macroeconomic releases and corporate reports. To begin with, we note that the trading day will start after the weekend, with the U.S. and Europe having returned to standard winter time, while Japan is observing a national holiday (Culture Day) – the Japanese stock exchanges will be closed. This day is rich in the publication of key indicators and financial results from major companies. Below is a comprehensive overview of the anticipated events – from global economic indicators to quarterly reports from companies within the S&P 500, Euro Stoxx 50, Nikkei 225, and MOEX, as well as selected issuers (Palantir, ON Semiconductor, and others).

Macroeconomic Releases from G7, China, and Russia

United States: At 15:00 ET (22:00 Moscow time), the ISM Manufacturing Purchasing Managers' Index (PMI) for October will be published. This PMI figure is critical for assessing U.S. industrial activity – a reading above 50 indicates growth and strengthens the dollar, while a reading below 50 exerts pressure on the currency.
Canada: The speech by Bank of Canada Governor Tiff Macklem at 18:30 ET may influence the dynamics of the CAD. His comments on the central bank's policy could provoke a strong market reaction regarding interest rates. Daily data: Manufacturing PMI (10:30 ET) will also be in focus for investors.
United Kingdom: The Manufacturing PMI for the UK is expected in the morning. Analysts forecast that the IHS Markit/RAF Manufacturing PMI for October will be around 49–50 points; a figure below 50 indicates a decline. The Bank of England meets on November 6, so investor sentiment ahead of the upcoming rate decision could adjust reaction to the statistics.
Eurozone (Germany, France, Italy, etc.): The finalized October Manufacturing PMIs for Germany, France, and Italy (HCOB/S&P Global, around 08:50–09:00 Moscow time) may be released in the first half of the day, along with an aggregate for the Eurozone. Sharp deviations from forecasts will affect the euro and European stock indices. Additionally, unemployment and retail sales data for the Eurozone for September may be released as planned (morning of November 3 Moscow time).
Japan: Stock exchanges and statistical offices are not operating due to the holiday. Investors will note that Asian markets will be closed.
Switzerland: At 7:30 Moscow time, the Consumer Price Index (CPI) for October will be published. The September index was negative (-0.2% month-over-month, +0.2% year-over-year), and the current data will indicate the inflation trend. Low inflation will strengthen the stance of the Swiss National Bank (expectations for easing), while an increase in CPI will support the franc.
China: The Caixin Manufacturing PMI for October is scheduled for release at 01:45 Moscow time. This private index of manufacturing activity (from Caixin and S&P Global) is often more sensitive to domestic demand. A dynamic around 51.2 points is expected (September was 51.2). A decline below 50 will intensify pressure on the yuan and on commodity currencies in the Asia-Pacific region; an increase above the forecast will support them.
Russia: There are no significant releases scheduled for November 3 in Russia. We would like to remind that the Manufacturing PMI for Russia for October recently showed a contraction (48.0). We can expect statistics on industrial production or trade balance for September at the end of the week; however, no such data is scheduled for November 3. The Moscow Exchange is expected to operate normally on November 3, according to the calendar (unless it coincides with a public holiday).

Quarterly Reports from the U.S. (S&P 500, etc.)

Many major 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 3rd quarter results after the market closes. Palantir shares have risen on news of demand for its AI platforms, so the results will impact IT and AI startup sectors. ON Semiconductor (semiconductors, automotive chips) will report before the market opens. Investors will be keeping an eye on automotive sector sales and demand for SiC chips for electric vehicles (ON's stock is also sensitive to AI and data center trends). Vertex Pharmaceuticals (pharmaceuticals, genetic disorders) will present its report on Monday, with attention on R&D expenditures and sales of key drugs. BioNTech (biotechnology, vaccines) will release its results on Monday morning (scheduled call at 8:00 ET). Its report is important for the healthcare and biotechnology sectors, especially following the drop in sales of COVID-related products.
Industrial and Consumer: Goodyear Tire (tires) will disclose its report after the close of the U.S. market. Goodyear's reporting is of interest to the automotive sector and energy (pricing changes in rubber 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 defense and energy segments. Bruker Corporation (scientific instruments) will present results before the market opens; the company specializes in biomedical and chemical instruments, making its reporting vital for the science and healthcare sector.
Energy and Mining: Williams Companies (gas processing and pipelines) will announce its 3rd quarter results, likely after the market closes (IR indicated publication on November 3). Simon Property Group (shopping centers) will report at market close – relevant for the consumer sector and retail. Major oil companies (Exxon, Chevron) reported last week.
Finance and Services: The portfolio of expectations includes a number of banks and insurers (the largest U.S. banks will report Thursday–Friday). As of Monday, the focus will be on other sectors.

Quarterly Reports from Europe (Euro Stoxx 50, etc.)

Monday in Europe is relatively quiet regarding the publication of financial results from major companies. Among the Euro Stoxx 50 companies, no reports are slated 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 major financial reports will be published later in the week. Notably, European real estate funds (Unibail, Klepierre, etc.) usually report at the beginning of November, but no major surprises are anticipated on Monday. However, Europe's factory PMIs (flash data on manufacturing) will be highlighted at the start of trading, and their outcomes may strengthen or weaken the euro and the banking sector.

Quarterly Reports from Asia (Nikkei 225, etc.)

The Japanese exchanges are closed on November 3 (Culture Day), so no corporate reports or statistics from Japan are expected. In China, a significant release – the Manufacturing PMI (see above) – is anticipated. South Korea, Taiwan, and other Asian markets will release PMI and export data throughout the week; on Monday, their exact schedules will follow Moscow's time, but the primary focus is on China.

Quarterly Reports from Russia (MOEX) and the CIS

Russian companies typically report later – for example, major energy and banking firms present consolidated reports at the end of October – early November. No explicit publications are scheduled for Monday, November 3, on the Moscow calendar. However, in light of the overall situation, many investors are monitoring results from Gazprom, Norilsk Nickel, Sberbank, and LUKOIL, which will unveil their consolidated financial results in the coming days. As of October 27, from official schedules it is known that trading in Russia will stop on November 4 (Constitution Day), and the reporting period for Gazprom Group and others ends in late October. Thus, the Russian market is likely to be quiet on Monday, and news from Russia will primarily influence analytical reports on Q3 results.

Companies – "Before Market Opens" (Examples)

Some companies will announce their results or hold conferences before the trading session begins:

Bruker (BRKR) – 3rd quarter results will be released before the market opens on Monday. This company from the scientific instruments sector has particular influence on the biotechnology and industrial segments.
ON Semiconductor (ON) – Q3 report for the semiconductor manufacturer is scheduled for release before market opening on November 3. Investors will note comments about demand in the automotive sector (SiC chips) and prospects in AI applications.
BioNTech (BNTX) – The German biotech company (vaccines and oncology drugs) will disclose its 3rd quarter results on the morning of November 3 (telephone conference at 8:00 ET). The publication will occur before the market opens, impacting shares of biotech and the pharmaceutical industry as a whole.
Vertex Pharmaceuticals (VRTX) – Will announce its Q3 financial results on Monday, November 3, typically after the conclusion of Asian trading. Feedback from this report will arrive before U.S. trading begins. New data from Vertex is of interest to investors in genetics and pharmaceuticals.

Companies – "After Market Closes" (Examples)

Some major issuers will present reports or hold teleconferences at the end of the day after the U.S. market closes:

Palantir Technologies (PLTR) – will publish its 3rd quarter report after the market closes on November 3. This company from the IT/Big Data sector often evokes sharp stock movements, reflecting market sentiment towards AI projects.
Goodyear Tire & Rubber (GT) – Q3 reports will be released after trading concludes on November 3. Goodyear data are important for shares of automotive and industrial companies, reflecting pricing and volume trends in commodity and consumer markets.
BWX Technologies (BWXT) – Financial reporting for November 3 is scheduled after the market closes. The company operates in nuclear technology and civil defense sectors; its profits impact the national security technology and energy sectors.
Simon Property Group (SPG) – One of the largest REITs (shopping centers) will report after the market closes on November 3. SPG's results serve as a barometer for consumer spending and retail in the U.S.
Williams Companies (WMB) – A gas pipeline infrastructure company; its reports will be released after the close on November 3. This data is vital for the energy and utilities market.
Vertex Pharmaceuticals (VRTX) – If it wasn't released before market opening, its results can also be expected in the evening of November 3 (usually published before U.S. trading begins but may be deferred into the after-hours period).

Market and Sector Impact

Anticipated releases could adjust market expectations and elicit reactions across sectors:

Betting on PMI: a decline in PMI in the U.S. or China (if indices fall below 50) will amplify pessimism regarding demand and exert pressure on risk assets and commodities. In particular, the technology sector and U.S. stock markets may temporarily adjust, while oil and commodity-heavy stocks may rise alongside currencies of developing countries reliant on commodities.
Central Bank Policy: Governor Macklem's speech at the Bank of Canada will influence the CAD exchange rate. If he maintains a hawkish tone (allowing the CAD to strengthen), this could also affect the energy sector (many traders associate CAD with oil). Low Swiss CPI will heighten expectations for SNB easing and weaken the franc, supporting European commodity producer equities.
Quarter of Technological Growth: Reports from Palantir and ON Semiconductor are particularly relevant for the tech segment. Strong results or optimistic forecasts (for example, Palantir regarding AI platforms, ON regarding automotive applications) can support tech indices. Conversely, weak figures may compel investors to reassess sector valuations.
Healthcare: BioNTech and Vertex will impact prospects for medical and biotech companies. If BioNTech demonstrates growth or an expanding portfolio of new drugs, this will buoy other biotech stocks. A decline in expectations for key drugs will pressure sector shares.
Industry and Consumer: Reports from Goodyear, Bruker, and Simon Property will signal demand trends in the manufacturing and consumer sectors. An increase in Goodyear's profits (due to high tire sales) will indicate recovery in the auto industry; a decline will signal supply chain issues and reduced capital investments. Simon Property's results will reveal the state of the retail real estate market: if shopping center revenues drop due to weak foot traffic, it signals concern for the retail sector as a whole.
Energy and Resources: although major oil reports have been released, global energy sectors will react to overall sentiment: a strengthening dollar due to high PMIs lowers oil prices, while weak PMIs will help raise energy prices. Furthermore, news about metal prices (via macro news from China) will influence mining and commodity producer stocks.

Overall, on November 3, markets will balance between diminished optimism due to global PMIs and expectations for the results of major companies. For CIS investors, it is essential to monitor these releases, as they can set the tone for the upcoming trading week: weak data on U.S. and Chinese manufacturing could push risk assets in resource issuer zones, while strong corporate reporting from American companies will support shares in the technology and biotech sectors.