Economic Events and Corporate Reports for the Week of November 24-29, 2025 — Key Insights for Investors

Detailed Overview of Economic Events and Corporate Reports for the Week of November 24–29, 2025. Key Company Reports, Macroeconomic Indicators, and Recommendations for Investors.

Investors worldwide are preparing for an eventful week where corporate earnings reports intersect with key economic developments. The closing fall brings another wave of quarterly reports from companies in the US, Europe, Asia, and Russia. Amidst the fluctuating dynamics of global stock markets (from the S&P 500 to the Nikkei 225 and MOEX), the focus will be on both corporate financial results and macroeconomic indicators. Highlighted will be revenue figures and earnings per share (EPS) of leading companies, signals regarding the global economy’s state, and consumer sentiment ahead of the holiday sales season. Below is a detailed analysis of each day of the week, listing expected events and reports, along with concise recommendations for investors.

Monday, November 24, 2025

The first day of the week will focus on corporate reports from American technology companies and significant economic data from Europe. Investors will assess results from several companies after the US market closes on Monday, setting the tone for trading on Tuesday. In the morning, attention will shift to Europe with the release of the Ifo Business Climate Index in Germany, reflecting business sentiment in Europe’s largest economy. Trading in Asia will be quieter due to a public holiday in Japan (the market will be closed, with the Nikkei 225 lacking benchmarks). Overall, Monday launches a week where the analysis of companies (their quarterly results and forecasts) intertwines with expectations about macroeconomic conditions.

• Corporate Reports (after US market close): Semiconductor company Semtech (USA) will report Q3 results (revenue expected to decline to about $266 million with an EPS of ~$0.44). Financial conglomerate StoneX Group (USA) will present its Q4 fiscal results. Reports will also be released from investment funds PennantPark Floating Rate Capital (PFLT) and PennantPark Investment (PNNT) for their 4th fiscal quarter (both after trading closes). Energy grid technology company Fluence Energy (USA) will announce its Q4 2025 results (projected EPS around $0.13). Among industrial and tech corporations, special attention will be given to earnings reports from Keysight Technologies and Agilent Technologies – both companies (part of the S&P 500 index) are set to publish their Q4 financial results on Monday evening. Agilent's expected EPS is around $1.59, while Keysight is estimated to report approximately $1.83 per share according to consensus forecasts. Additionally, agricultural firm Alico Inc. will release results for Q4 and the entire fiscal year 2025 (after market close, followed by a conference call on Tuesday morning). On a global scale, these corporate reports will provide investors with benchmarks regarding the state of individual sectors – from electronics to agribusiness – and may influence S&P 500 futures dynamics.

• Economic Events: Germany will publish the business climate index for November, which reflects the degree of confidence among companies and may influence European markets (Euro Stoxx 50). In Japan: a banking public holiday (Labor Day) means no trading on the Tokyo Stock Exchange – this will limit investor activity in the Asian region on Monday.

Tuesday, November 25, 2025

On Tuesday, the number of major corporate reports sharply increases, particularly in the US, and a series of international meetings along with data releases commence. Investors will analyze early retail sector reports: prior to the US market opening, quarterly results from leading electronics retailer Best Buy will be released (forecast: ~$1.30 EPS and revenue around $9.6 billion for Q3). Even before trading opens on Tuesday, Analog Devices (USA), a leading semiconductor manufacturer, is expected to report which will set the tone for the technology sector (the company’s conference call is scheduled for 10:00 ET). Furthermore, the G7 meetings will kick off on Tuesday, where finance ministers from major powers will discuss global economic issues – this event will elevate overall market uncertainty. In the afternoon, attention will turn to a wave of tech and industrial reports released after NYSE trading concludes. In Europe, investors will continue to monitor domestic indicators; in the US, consumer confidence and housing market indices will be released in the afternoon, which could affect global risk appetite.

• Corporate Reports (USA, Key): After the US market closes on Tuesday, several large corporations will report. Dell Technologies will publish its Q3 results for fiscal 2026 (consensus: about $2.47 EPS and $27.3 billion in revenue). Simultaneously, cloud giant Workday will present its Q3 FY2026 report (expected ~$2.12 earnings per share with revenue around $2.42 billion; conference call at 16:30 ET). Autodesk, a design software developer, will hold its financial report conference (call at 14:00 PT) – continued growth in subscription revenue is expected (consensus around $2.21 EPS). Computer giant HP Inc. will also disclose its Q4 FY2025 results on Tuesday night: analysts anticipate about $0.92 EPS and ~$14.5 billion in revenue; the company's forecast amidst changing PC demand will be especially critical. Among consumer brands, Urban Outfitters will report (approximately $1.18 earnings per share, revenue ~$1.49 billion, for Q3 FY2026) – this will provide insights into clothing retail trends ahead of the holiday season. Additionally, quarterly results are anticipated from cloud service PagerDuty, video chip manufacturer Ambarella, and corporate software company Nutanix (expected revenue growth of ~11% YoY), among others. Such a volume of reports in one day could lead to increased volatility in the stock market as investors evaluate how actual results align with forecasts and how companies comment on outlooks for the next quarter.

• Economic Events: Multilateral G7 meetings are taking place on Tuesday (continuing into Wednesday), addressing geopolitical and economic issues – outcomes may impact global markets and currency rates. In the US, key consumer activity indicators will be released: the consumer confidence index (Conference Board) and data on pending home sales for October. Additionally, the Richmond Federal Reserve will publish its business activity index. These economic events will signal to investors about the state of the US economy heading into the fourth quarter. Overall, Tuesday will be one of the busiest days of the week, requiring investors to pay close attention to both corporate reports and macroeconomic statistics.

Wednesday, November 26, 2025

Wednesday promises to be an important day for markets, despite a shortened trading week in the US. On this day, investors will receive a final stream of key data from the US ahead of Thanksgiving, as well as several major corporate reports. The morning will begin with a decision regarding interest rates in New Zealand: it is expected that the Reserve Bank of New Zealand (RBNZ) will lower rates by another 0.25% – to 2.25%, completing the easing cycle (this move will impact the currency market and sentiments in the Asia region). Following this, American markets will focus on macroeconomic statistics typically released before the holiday: preliminary GDP estimate for Q3 in the US (the second revision) will confirm or adjust the previously announced economic growth rate, and weekly unemployment claims data will be released a day earlier than usual due to the holiday. Furthermore, data on orders for durable goods for October will be published in the US – a measure of investment activity. Among corporate news, the main event will be Deere & Co.'s (John Deere) report, traditionally announced on Wednesday morning ahead of the US market open.

• Corporate Reports: Deere & Company (USA) – one of the world leaders in agricultural and construction machinery – will present financial results for Q4 2025. The Deere conference call is scheduled for Wednesday at 9:00 AM CST. Analysts anticipate around $3.96 earnings per share in light of high demand for agricultural machinery, though investors will also closely watch the company’s forecast for 2026, given commodity price dynamics and rates. In the tech sector, results from several companies (Dell, Workday, etc.) will have been made public after the market close on Tuesday, so on Wednesday market participants will process this information – no large new reports in the US are expected following Deere due to the approaching holiday. On the Russian market, it is noteworthy that the Moscow Exchange (MOEX) will announce its Q3 2025 IFRS financial results – figures for the exchange's operating income and profits will provide insight into local stock market activity during the summer period. This data might influence MOEX stock prices and the overall investor sentiment in Russia.

• Economic Events: RBNZ's rate decision: It is forecasted that the New Zealand regulator will lower the official rate from 2.5% to 2.25%, completing the rate cut cycle – this is the first significant event on Wednesday that will set the market tone in Asia. In the US, revised GDP for Q3 will be released (the preliminary estimate showed optimistic growth, and confirming this trend would support investor sentiment). A set of statistics will be published simultaneously: orders for durable goods for October, as well as weekly initial jobless claims – a collection of data reflecting the health of the US economy. Additionally, G7 meetings will continue on Wednesday, with the concluding day of the summit potentially providing joint statements on economic policy. Collectively, Wednesday will provide final direction for investors ahead of the long weekend in the US, likely leading to increased volatility in the first half of the day and subsequently reduced activity towards the evening.

Thursday, November 27, 2025

On Thursday, global stock markets will enter a phase of quietude: the US observes a public holiday – Thanksgiving – and exchanges are closed, leading to lower trading volumes in global assets. This is traditionally a calm day in the international markets, although trading continues as usual in other regions. Investors will assess the wealth of information obtained earlier in the week and evaluate initial signals from the retail sector ahead of the sales season. European markets (Euro Stoxx 50 and national indices), lacking guidance from the US, may show low volatility, responding only to local news. The day’s focus will shift to regions outside of the US, including Russia, where Thursday will be an active day for corporate reporting, and Asia.

• Corporate Reports (Russia): Although Western markets pause, a number of large companies will release results for Q3 2025 on the Moscow Exchange. In particular, RusHydro (HYDR), one of Russia's largest energy companies, will unveil its results for the first nine months of 2025 under IFRS, reflecting production and tariffs in the energy sector. Additionally, multi-sector holding company AFK Sistema (AFKS) will present financial results for Q3: investors will assess the dynamics of the telecom business (MTS) and other holdings in the context of the domestic market. Furthermore, the Segezha Group (Segezha Group, SGZH) and possibly Astra (ASTR) will publish their quarterly and nine-month results – data from these issuers will provide additional insight into the forest industry and high-tech sectors, respectively. Although Russian companies' reports emerge during a period of low global activity, they are crucial for local investors and impact the MOEX index: any surprises (profit growth, dividends, deterioration) may cause stock movement in Moscow.

• Economic Events: In the US – a national holiday (Thanksgiving), financial markets are closed, and no macroeconomic releases are scheduled. Europe and Asia will trade as usual, but the absence of American participants and recently received data indicates that activity will be subdued. Some market participants may begin preparing to assess preliminary results from Black Friday sales, although the main retail sales figures will come later. On such a day, investors are advised to avoid excessive activity and take advantage of the pause to analytically evaluate the corporate reports and data received by mid-week.

Friday, November 28, 2025

The last working day of the week promises a mix of a reduced trading session in the US and significant indicators for the consumer sector. On Black Friday, American stock markets will open after the holiday but will operate on a shortened schedule (until 1 PM ET). Trading volumes are usually lower than normal; however, news regarding the start of the sales season could trigger specific stock movements in retail companies. Investors worldwide will closely monitor early sales estimates from Black Friday – this is a traditional indicator of consumer activity in the US that sets the tone for the entire holiday season and impacts stocks in the retail and e-commerce sectors. Trading in Asia and Europe will proceed quietly, given the absence of major planned events, but investor sentiment will be shaped with a keen eye on the US stock market and retail sales data.

• Corporate Reports: No major publications are expected in the US (companies usually avoid releasing reports on the day between a holiday and a weekend). However, in Russia, one of the most significant reports of the week is set to be released on Friday: oil giant Rosneft (ROSN) will present financial results for Q3 2025 under IFRS. As Russia's largest oil company and one of the leaders by market capitalization on the MOEX, Rosneft will demonstrate how its profit was affected by oil prices and tax burdens. Based on first-half data, the company's profits declined amid high export duties and discounts on Russian oil, though rising energy prices in the third quarter could have partially improved metrics. Investors will evaluate Rosneft's revenue dynamics and profitability, as well as management's commentary on future plans and external factors (e.g. OPEC+ quotas). Other Russian issuers releasing results on Friday include investment company Safmar Finans (SFIN) with its nine-month results. These publications will conclude the week of corporate events in the Russian market.

• Economic Events: No significant macroeconomic releases are scheduled for Friday. However, Black Friday itself is considered an important economic event: the start of large-scale sales and initial data on in-store and online sales will be collected from analytical agencies by the end of the day. Investors and analysts will assess how strong consumer demand has been: high sales could lift retail stocks and improve forecasts for US economic growth in Q4. Some activity may occur in commodity markets in anticipation of important upcoming meetings: on Sunday, November 30, a meeting of OPEC+ is scheduled to discuss oil production policies – this could influence oil prices at the end of the week, particularly for Russian oil and gas companies.

Conclusion and Recommendations

Amidst such a busy week, investors should act judiciously and thoughtfully. Corporate reports will provide valuable insights for analyzing companies – comparing actual results against market expectations and paying attention to management forecasts for future periods is essential. Economic events – from GDP data to central bank decisions – set the overall tone for stock markets.

Key Recommendations for Investors:

1. Diversify and consider regional factors: The event landscape covers the US, Europe, Asia, and Russia – an investor's portfolio should be diversified across regions to mitigate risks. For example, strong reports from US tech companies may support the S&P 500, while OPEC+ decisions and Rosneft's reports will impact the Russian MOEX and the global oil sector.

2. Monitor consumer demand: Black Friday data will provide the first signal regarding consumer sentiment ahead of the holidays. Strong sales may bolster retail stocks and improve macroeconomic indicators, while weak demand will provoke caution. Investors should factor in these trends when making decisions, particularly regarding retail and consumer-oriented manufacturing companies.

3. Consider low liquidity and volatility: During holiday periods (Thanksgiving and shortened Friday sessions), markets will experience low turnover – price movements may be sharp on specific news. It is advisable to avoid excessive trading during these periods and wait for normal liquidity to recover the following week. Use this time to analyze the quarterly reports received and revise your investment strategy based on new data.

Overall, the week of November 24–29, 2025, promises to be dynamic. The combination of corporate news (earnings reports from companies across continents) and economic events (macro statistics and leader meetings) creates a comprehensive picture for global investors. A professional and composed approach – analyzing quarterly results, evaluating EPS against forecasts, and considering the macroeconomic backdrop – will aid in making sound investment decisions. As the week wraps up, markets will enter December with renewed guidance, and investors will gain insights into which sectors and regions exhibit the most resilience and growth potential in the current market environment.