Analysis of Key Economic Events and Corporate Reports for Saturday, November 1, 2025. APEC Summit in South Korea, Corporate Earnings Releases from S&P 500, Euro Stoxx 50, Nikkei 225, and MOEX. Recommendations for Investors.
Saturday, November 1, sets an intriguing backdrop for investors: the second day of the APEC summit in South Korea is taking place, where leaders are discussing vital issues related to trade and regional development, while markets are preparing for a series of quarterly earnings reports from major companies. The focus is on the economic agenda in Asia and the United States as well as corporate reporting in the U.S., Europe, Asia, and Russia. Investors should keep a close watch on the outcomes of the APEC negotiations and the corporate earnings releases following the weekend, as these will shape risk perceptions and expectations regarding interest rates.
APEC Summit 2025 – Day 2
On the second day of the APEC summit in Korea, discussions center on trade and economic cooperation, investment, and energy security. Leaders are addressing:
- the dismantling of trade barriers: progress in U.S.-China negotiations at the summit, advancing bilateral agreements on logistics and key resources;
- climate and sustainable development: agreeing on new commitments to reduce carbon footprints and support the region's "green" economy;
- innovative technologies: initiatives for digitalization and cybersecurity, including the expansion of projects in AI and fintech;
- APEC expansion: discussions on the integration of new members (e.g. East Timor) and strengthening regional security through joint economic projects.
Against this backdrop, Asian markets are cautiously reacting to signals of extended economic activity, as well as geopolitical news. Any signs of successful trade negotiations may support risk appetite and lead to gains in Asian indices, while escalating disagreements could drive investors towards safe-haven assets (yen, gold).
Macroeconomic Background
The Russian market is closed: November 4 is Unity Day, which means the next trading day will be Monday. The Central Bank of Russia has set the official dollar exchange rate for Saturday, November 1, at approximately 80.98 rubles, slightly higher than the previous day's rate. The oil market is experiencing a moderate decline in prices: Brent is trading around $64-65/barrel, losing ground due to a strong dollar and an oversupply. Investor attention at the beginning of the week will shift to global PMI releases and other statistics. By the weekend, revisions of PMI manufacturing indices for the U.S., Eurozone, and China are expected, which will set the tone for central bank interest rate expectations. The state of global inflation and consumer price dynamics in major economies remain key drivers affecting currency and bond prices.
Corporate Reports from the U.S. and Asia
- Grab (NASDAQ: GRAB, Singapore/U.S.): Q3 2025 results are expected to be released after the market closes on November 3, followed by a management conference call.
- Goodyear (NYSE: GT, U.S.): will publish its Q3 report after market close on November 3; presentation and comments will occur the next day.
- Ichor Holdings (NASDAQ: ICHR, U.S.): will release its Q3 financial results right after market close on November 3, followed by an investor call.
- Advanced Micro Devices (NASDAQ: AMD, U.S.): will issue its Q3 report after the market closes on November 4 – investors are monitoring data related to the semiconductor business.
- Amgen (NASDAQ: AMGN, U.S.): will publish its Q3 results after market close on November 4, with market focus on new drug sales outcomes.
- Chinese and Asian issuers: although major Asian markets are closed on Saturday, the latest developments in the region remain in focus – for example, IPOs and reports from major Chinese companies (tech giants, banks) that will be released shortly following holidays in mainland China.
Corporate Reports from Europe
- Ryanair (Dublin/Frankfurt): the report for September 2025 will be released before market opening on November 3 – focusing on passenger turnover and futures prices for fuel.
- Associated British Foods (LSE: ABF, UK): will publish its report before trading begins on November 4; analysts project moderate revenue growth driven by a diversified portfolio (food products, retail).
- BP (LSE: BP, UK): will report before market opening on November 4; investors await insights on oil extraction and gas projects amid price volatility.
- Ferrari (NYSE/MTA: RACE, Italy/U.S.): the Q3 report will be released after market close on November 4; focus will be on luxury vehicle sales performance and new model developments.
- Pfizer (NYSE: PFE, U.S.): will report after market close on November 4; the market anticipates updates on vaccine and drug sales in the third quarter.
- Uber (NYSE: UBER, U.S.): will release earnings after market close on November 4 – investors are focusing on the dynamics of delivery and taxi services.
- Toyota Motor (TSE: 7203, Japan): will publish its financial report on November 5 before market opening – key metrics include vehicle sales revenue and electrification costs.
- McDonald’s (NYSE: MCD, U.S.): will present results on November 5 before trading opens; market attention will be on margins and coffee and burger sales.
- Pandora (OMX: PNDORA, Denmark): will report after market close on November 5; investors are tracking demand for jewelry and consumer behavior.
Corporate Reports from Russia and the CIS
- MOEX Group (MOEX): is scheduled to disclose trading volumes for October 2025 on November 1. This data will indicate investor activity on the Moscow Exchange following the October reports from major banks and commodity companies.
- Major Banks and Corporations in Russia: Sberbank (typically publishes a summary for the first nine months), Gazprom Neft, Norilsk Nickel, Rosneft, and others have released their nine-month results at the end of October. Investors will compare their figures with expectations regarding the CBR interest rates and the ruble dynamics.
- Dividends and Corporate Decisions: on November 1, the dividend payment deadlines for some Russian issuers (e.g., EuroTrans, MD Medical) will expire. Attention should be paid to corporate news next week in anticipation of the IFRS reporting season for Russia.
What Investors Should Pay Attention To
It is crucial for investors to align geopolitical factors with corporate dynamics. First and foremost, the outcomes of the APEC summit should be monitored: progress in trade negotiations between the U.S. and China or new climate initiatives could reshape global sentiments. Secondly, key reports from major companies in the S&P 500, Euro Stoxx 50, Nikkei 225, and MOEX will set the tone for market forecasts for Q4. Additionally, evaluating market reactions to energy trends is necessary: sharp fluctuations in oil prices or changes in OPEC+ policies influence stocks and currencies in emerging markets. Among macroeconomic indicators, global PMIs and industrial statistics will be in focus at the beginning of the week — strong figures could fuel expectations for tightening monetary policy. Conservative investors may hedge risks through currency assets and gold, while risk-takers should consider diversifying portfolios in light of potential volatility following a news-heavy week.
