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

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

Global investors are gearing up for an eventful week where corporate reports intersect with key economic happenings. As autumn draws to a close, another wave of quarterly reports from companies in the US, Europe, Asia, and Russia is set to hit the markets. Against a backdrop of volatile dynamics in global stock markets (from the S&P 500 to the Nikkei 225 and MOEX), stock market attention will be focused on both corporate financial results and macroeconomic indicators. Highlights will include revenue figures and earnings per share (EPS) from leading companies, signals regarding the state of the global economy, and consumer sentiment ahead of the festive sales season. Below is a detailed analysis of each day of the week, outlining expected events and reports, alongside concise recommendations for investors.

Monday, November 24, 2025

On the first day of the week, the main themes will revolve around corporate reports from American technology companies and important economic data from Europe. Investors will evaluate the results from several firms after the US market closes on Monday, which will set the tone for Tuesday's trading. In the morning, attention will be drawn to Europe: the release of Germany's Ifo Business Climate Index will reflect business sentiments in the largest economy in Europe. Trading in Asia is expected to be quieter, owing to a public holiday in Japan (the market is closed, with no direction from the Nikkei 225). Overall, Monday sets the stage for a week where corporate analysis (their quarterly reports and forecasts) blends with macroeconomic expectations.

• Corporate Reports (after the US market close): Semiconductor company Semtech (USA) will report its Q3 results (expected revenue decline to around $266 million and EPS of approximately $0.44). Financial conglomerate StoneX Group (USA) will present its Q4 results for the fiscal year. Reports from investment funds PennantPark Floating Rate Capital (PFLT) and PennantPark Investment (PNNT) for their fiscal Q4 will also be released (both after market closure). Energy network technology company Fluence Energy (USA) will announce its Q4 2025 results (EPS expected to be around $0.13). Among industrial and high-tech firms, particular attention will be paid to reports from Keysight Technologies and Agilent Technologies – both companies (part of the S&P 500 index) will publish their financial results for the fiscal year's 4th quarter on Monday evening. Agilent's EPS is expected to be around $1.59, while Keysight's is projected at about $1.83 according to consensus forecasts. Additionally, agro-industrial firm Alico Inc. will release its Q4 and full-year 2025 results (after market closure, with a subsequent conference call on Tuesday morning). Globally, these corporate reports will provide investors with benchmarks regarding the performance of various sectors – from electronics to agribusiness – and may influence the dynamics of S&P 500 futures.

• Economic Events: Germany will release its November Ifo Business Climate Index, reflecting the level of business confidence, which could impact European markets (Euro Stoxx 50). Japan will observe a banking public holiday (Labor Day), meaning there will be no trading on the Tokyo Stock Exchange, thereby limiting investor activity in the Asian region on Monday.

Tuesday, November 25, 2025

On Tuesday, the number of major corporate reports rises significantly, particularly in the US, alongside the onset of a series of international meetings and data releases. Investors will study the initial reports from the retail sector first thing in the morning: before the US market opens, quarterly earnings from the leading electronics retailer Best Buy are expected (forecast: ~$1.30 EPS and revenue of around $9.6 billion for Q3). Following that, a report from Analog Devices (USA), a leading microchip manufacturer, will precede the stock exchange opening, potentially setting the tone for the tech sector (the company’s conference call is scheduled for 10:00 ET). Furthermore, G7 meetings commence on Tuesday, where ministers from major global economies will discuss international economic issues – this event heightens overall market uncertainty. In the afternoon, attention will shift to a wave of technology and industrial reports released after trading hours in New York. In Europe, investors will continue to monitor internal indicators: consumer confidence indexes and housing market data are set to be published in the US during the evening, which could influence global risk appetite.

• Corporate Reports (USA, key): Several large corporations are set to report after the US market close on Tuesday. Dell Technologies will publish its Q3 results for fiscal year 2026 (consensus: around $2.47 EPS and $27.3 billion in revenue). Concurrently, cloud giant Workday will present its Q3 FY2026 report (expected EPS of approximately $2.12 with revenue around $2.42 billion; conference call at 16:30 ET). Software design firm Autodesk will conduct its financial report (call at 14:00 PT) – a continuation of subscription revenue growth is anticipated (consensus around $2.21 EPS). Computer giant HP Inc. will also reveal results for its Q4 FY2025 on Tuesday evening: analysts expect approximately $0.92 EPS and ~$14.5 billion in revenue; it will be particularly crucial to hear the company’s forecast amid changing PC demand. Among consumer brands, Urban Outfitters is set to report (approximately $1.18 EPS, revenue ~$1.49 billion, for Q3 fiscal year 2026) – this will provide insights into apparel retail trends ahead of the holiday season. In the evening, quarterly results from cloud service PagerDuty, video chipmaker Ambarella, and enterprise software company Nutanix (expected revenue growth of ~11% y/y) will also be released. Such a volume of reports in one day could lead to increased volatility in the stock market: investors will assess how closely actual figures align with expectations and how companies comment on outlooks for the following quarter.

• Economic Events: Multilateral G7 meetings take place on Tuesday (and continue on Wednesday), where geopolitical and economic issues are discussed – statements following the events could impact global markets and currency rates. In the US, key consumer activity indicators will be published: the Consumer Confidence Index (Conference Board) and pending home sales data for October. Additionally, the Federal Reserve Bank of Richmond will publish its business activity index. These economic events will signal the state of the US economy as Q4 begins. 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 the markets, despite the shortened trading week in the US. On this day, investors will receive a final stream of key data from the US ahead of Thanksgiving, along with several reports from major companies. The morning will begin with a decision on interest rates in New Zealand: expectations are that the Reserve Bank of New Zealand (RBNZ) will reduce rates by another 0.25% to 2.25%, concluding its easing cycle (this move will impact the currency market and sentiments in the Asia region). Following this, US markets will focus on macroeconomic data traditionally released ahead of the holiday: the advance estimate of US GDP for Q3 (second revision) will confirm or adjust the previously announced growth rate, while weekly unemployment claims data will be released a day early due to the holiday. Furthermore, October statistics regarding durable goods orders will be published – a key indicator of investment activity. On the corporate front, the highlight will be the report of industrial giant Deere & Co. (John Deere), which traditionally releases results on Wednesday morning ahead of the US market opening.

• Corporate Reports: Deere & Company (USA) – one of the world leaders in agricultural and construction machinery – will present its Q4 2025 financial results. The Deere conference call is scheduled for Wednesday at 9:00 AM CST. Analysts forecast around $3.96 EPS amid strong demand for agricultural machinery, although investors will also closely monitor the company's forecast for 2026, considering the dynamics of commodity prices and interest rates. In the high-tech sector, results from several companies (Dell, Workday, etc.) will have been made public after trading on Tuesday, so on Wednesday, market participants will digest this information – no new major reports from the US are expected after Deere that day due to the impending holiday. In the Russian market, attention will focus on the financial results of the Moscow Exchange (MOEX) for Q3 2025 as per IFRS – the exchange's operational income and profit figures will provide insights into activity on the local stock market during the summer period. These figures could influence MOEX share prices and the overall sentiment of investors in Russia.

• Economic Events: RBNZ’s rate decision: the New Zealand regulator is expected to lower the official rate from 2.5% to 2.25%, concluding its rate-cutting cycle – this is the first significant event of Wednesday that will set the tone in Asian markets. In the US, the revised GDP for Q3 will be published (the preliminary estimate showed steady growth, and confirming this trend will support investor optimism). Simultaneously, a package of statistics will be released: durable goods orders for October, along with weekly initial jobless claims – a set of data that reflects the health of the US economy. Furthermore, meetings of the G7 continue on Wednesday, and the concluding day of the summit may yield joint statements on economic policy. Collectively, Wednesday will provide final benchmarks for investors ahead of the long weekend in the US, which could lead to heightened volatility in the morning, before activity wanes closer to the evening.

Thursday, November 27, 2025

On Thursday, global equity markets will enter a phase of calm: the US is observing a public holiday – Thanksgiving Day, with exchanges closed, leading to reduced trading volumes in global assets. This is typically a quiet day in international markets, although trading continues as usual in other regions. Investors will process the vast amount 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) may exhibit low volatility in the absence of cues from the US, reacting only to local news. The focus of the day will be regions outside the US, including Russia, where Thursday will be an active day for corporate reporting, and Asia.

• Corporate Reports (Russia): While Western markets take a pause, a number of major corporate reports for Q3 2025 will be published on the Moscow Exchange. In particular, RusHydro (HYDR) – one of Russia's largest energy companies – will disclose results for the first 9 months of 2025 under IFRS, reflecting generation levels and rates in the energy sector. Additionally, the diversified holding company AFK Sistema (AFKS) will present its financial figures for Q3: investors will assess the dynamics of the telecom business (MTS) and other assets of the holding in the domestic market conditions. Moreover, quarterly and 9-month results will be published by companies from the Segezha Group (SGZH) and likely Astra (ASTR) – data from these issuers will provide further insights into the condition of the forest industry and high-tech sectors, respectively. Reports from Russian companies, although released on a day of low global activity, are important for local investors and impact the MOEX index: any surprises (profit increases, dividends, performance declines) may cause movements in stocks in Moscow.

• Economic Events: In the US – national holiday (Thanksgiving Day), financial markets are closed, and no macroeconomic publications are scheduled. Europe and Asia trade as usual; however, the absence of US players and recently received data suggest that activity will be subdued. Some market participants may begin preparing to assess preliminary post-Black Friday sale results, although the primary figures for retail sales will appear later. On such a day, investors are advised to avoid excessive activity and use the pause to analytically assess corporate reports and data obtained by mid-week.

Friday, November 28, 2025

The last working day of the week promises a combination of a shortened trading session in the US and important indicators for the consumer sector. On Black Friday, US stock markets will open after a day of rest, but will operate on a reduced schedule (until 1:00 PM ET). Trading volumes are generally lower than usual; however, news of the start of the sales season may cause specific movements in retail stock prices. Investors worldwide will closely monitor initial sales estimates on Black Friday – this traditional indicator of consumer activity in the US sets the tone for the entire holiday season and influences stock prices in both retail and e-commerce sectors. In Asia and Europe, trading will be calm given the absence of major scheduled events, but investor sentiment will be shaped with an eye on the US stock market and retail sales data.

• Corporate Reports: No major publications are expected in the US (companies typically avoid releasing reports on the day between a holiday and a weekend). However, in Russia, one of the most significant reports of the week will be released on Friday: oil company Rosneft (ROSN) will present its financial results for Q3 2025 according to IFRS. As the largest oil company in Russia and one of the leaders by market capitalization on MOEX, Rosneft will illustrate how its profits have been affected by oil prices and tax burdens. According to the first half-year data, the company's profits decreased amid high export duties and discounts on Russian oil, but rising energy prices in Q3 could have partially improved performance indicators. Investors will assess Rosneft's revenue dynamics and profitability, along with management comments on future plans and the influence of external factors (e.g., OPEC+ quotas). Other Russian issuers reporting on Friday include investment company Safmar Finans (SFIN) with results for the first nine months. These publications will conclude the week of corporate events on the Russian market.

• Economic Events: No significant macroeconomic releases are scheduled for Friday. However, Black Friday itself is regarded as an important economic event: the onset of massive sales and initial data on in-store and online sales will start to flow from analytical agencies by the end of the day. Investors and analysts will assess the strength of consumer demand: high sales could boost retail stock prices and improve forecasts for US economic growth in Q4. Activity in commodity markets may be observed in anticipation of important weekend events: on Sunday, November 30, an OPEC+ meeting is planned to discuss oil production policy – this could affect oil pricing late in the week, especially pertinent for Russian oil and gas companies.

Conclusion and Recommendations

Amid such an eventful week, investors should proceed thoughtfully and strategically. Corporate reports will provide valuable insights for company analysis – it is essential to compare actual figures against market expectations and pay attention to management forecasts for future periods. Economic events – from GDP data to central bank decisions – will define the overall backdrop for stock markets.

Key Recommendations for Investors:

1. Diversify and Consider Regional Factors: The event layout encompasses the US, Europe, Asia, and Russia – investor portfolios should be diversified by regions to mitigate risks. For example, strong reports from US tech companies will support the S&P 500, while OPEC+ decisions and Rosneft reports will impact the Russian MOEX and the global oil sector.

2. Monitor Consumer Demand: Black Friday data will provide the first signal of consumer sentiment ahead of the holidays. Strong sales could bolster retailer stocks and enhance macro indicators, while weak demand may raise caution. Investors should consider these trends when making decisions, especially relating to retail companies and consumer-driven manufacturing firms.

3. Account for Low Liquidity and Volatility: During holiday periods (Thanksgiving and shortened Friday session), markets experience low volumes – price movements may be sharp based on specific news. It is advisable to avoid excessive trading activity during these periods and wait for the restoration of normal liquidity in the following week. Utilize this time for analyzing quarterly reports received and revising investment strategies based on new data.

Overall, the week of November 24–29, 2025, promises to be dynamic. The combination of corporate news (company reports from various continents) and economic events (macro statistics and summit meetings) creates a comprehensive picture for global investors. A professional and composed approach – analyzing quarterly earnings, assessing EPS against forecasts, and accounting for macroeconomic backgrounds – will facilitate sound investment decisions. As the week concludes, markets will enter December with refreshed benchmarks, while investors will gain insight into which sectors and regions demonstrate the greatest resilience and growth potential in the current market environment.