Economic Events and Corporate Reports for November 24–29, 2025 — Key Indicators 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 around the world are gearing up for a week rich in events where corporate reports intersect with key economic events. The closing autumn brings another wave of quarterly reports from companies in the USA, Europe, Asia, and Russia. Against the backdrop of the volatile 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. Center stage will feature revenue figures and earnings per share (EPS) of leading companies, signals about the state of the global economy, and consumer sentiment ahead of the holiday shopping season. Below is a detailed analysis of each day of the week, listing expected events and reports, along with brief recommendations for investors.

Monday, November 24, 2025

On the first day of the week, the primary themes will revolve around corporate reports from American technology companies and significant economic data from Europe. Investors will have the task of evaluating the results of several companies after the U.S. market closes on Monday, setting the tone for trading on Tuesday. In the morning, attention will shift to Europe: the release of Germany's Ifo Business Climate Index will reveal business sentiment in Europe's largest economy. Trading in Asia will be quieter due to a public holiday in Japan (the stock exchange will be closed, with the Nikkei 225 lacking reference points). In summary, Monday kicks off a week where corporate analyses (including quarterly reports and forecasts) blend with macroeconomic expectations.

• Corporate Reports (after the U.S. market closes): Semtech Corporation (U.S.) will report its Q3 results (revenue expected to decline to around $266 million with an EPS of ~$0.44). Financial conglomerate StoneX Group (U.S.) will present its Q4 results for its fiscal year. Reports will also come from investment funds PennantPark Floating Rate Capital (PFLT) and PennantPark Investment (PNNT) for their Q4 fiscal quarter (both after market close). Tech company Fluence Energy (U.S.) will announce its Q4 2025 results (EPS forecast around $0.13). Among industrial and high-tech corporations, particular attention will be on the reports from Keysight Technologies and Agilent Technologies – both firms (part of the S&P 500) will publish their Q4 financial results on Monday evening. Agilent is expected to deliver about $1.59 EPS, while Keysight is forecasted to show approximately $1.83 EPS, according to consensus estimates. Additionally, agri-industrial firm Alico Inc. will disclose its Q4 and full-year results for 2025 (after market close, with a subsequent teleconference on Tuesday morning). Against a global backdrop, these corporate reports will provide investors with benchmarks across various sectors, from electronics to agribusiness, and may influence the dynamics of S&P 500 futures.

• Economic Events: Germany will publish the November Ifo Business Climate Index, reflecting companies' confidence levels and potentially impacting the European markets (Euro Stoxx 50). Japan: bank holiday (Labor Day), hence trading on the Tokyo exchange will be halted—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 U.S., alongside the start of a series of international meetings and data publications. Investors will review the first reports from the retail sector in the morning: before the U.S. market opens, quarterly results from electronics retailer Best Buy are anticipated (forecast: ~$1.30 EPS and revenue of around $9.6 billion for Q3). Also expected before trading starts on Tuesday is a report from Analog Devices (U.S.), a leading microchip manufacturer, which will set the tone for the tech sector (the company's conference call is scheduled for 10:00 ET). Furthermore, the G7 meetings will commence on Tuesday, where ministers from major economies will discuss global economic issues—this event will heighten overall market uncertainty. In the afternoon, attention will shift to a wave of technology and industrial reports that will be released after the New York market closes. In Europe, investors will continue to monitor domestic indicators: in the U.S., consumer confidence indices and housing market data will be released in the afternoon, impacting global risk appetite.

• Corporate Reports (U.S., Key): After U.S. market close on Tuesday, several major corporations will report. Dell Technologies will announce its Q3 results for FY2026 (consensus: around $2.47 EPS and $27.3 billion in revenue). Concurrently, cloud giant Workday will present its Q3 FY2026 report (forecast: ~$2.12 earnings per share with revenue of around $2.42 billion; conference call at 16:30 ET). Autodesk, a design software developer, will conduct its financial report (call at 14:00 PT)—continued growth in subscription revenue is anticipated (consensus around $2.21 EPS). Computer giant HP Inc. will also disclose its Q4 FY2025 results on Tuesday evening: analysts expect about $0.92 EPS and ~$14.5 billion in revenue; the company's forecast amidst changes in PC demand will be particularly poignant. Among consumer brands, Urban Outfitters will report (approximately $1.18 earnings per share, revenue ~$1.49 billion for FY2026 Q3)—this will provide insights into retail clothing trends ahead of the holiday season. Additionally, quarterly results will be announced from cloud services firm PagerDuty, video chip manufacturer Ambarella, and enterprise software company Nutanix (with expected revenue growth of ~11% year-on-year), among others. Such a volume of reporting in a single day may lead to heightened volatility in the stock market: investors will assess how actual figures align with forecasts and how companies comment on prospects for the next quarter.

• Economic Events: Multilateral G7 meetings are taking place on Tuesday (continuing into Wednesday), where geopolitical and economic issues will be discussed—the outcomes may reflect on global markets and currency rates. In the U.S., key consumer activity indicators will be released: the Consumer Confidence Index (Conference Board) and Pending Home Sales data for October. Additionally, the Richmond Federal Reserve will publish its Business Activity Index. These economic events will signal the state of the U.S. economy at the beginning of Q4. Overall, Tuesday will be one of the busiest days of the week, requiring investor 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 U.S. On this day, investors will receive the concluding flow of key data from the U.S. ahead of Thanksgiving, alongside several reports from major companies. The morning will begin with a rate decision from New Zealand: the Reserve Bank of New Zealand (RBNZ) is expected to lower rates by another 0.25% to 2.25%, concluding its easing cycle (this move will impact the currency market and sentiment across the Asia region). Next, U.S. markets will concentrate on macro-statistics traditionally released ahead of the holiday: an advance estimate of the U.S. GDP for Q3 (second revision) will confirm or adjust previously announced economic growth rates, and weekly jobless claims data will be released a day earlier than usual due to the holiday. Furthermore, October statistics on durable goods orders—a measure of investment activity—will be published in the U.S. On the corporate front, the main event will be the report from industrial giant Deere & Co. (John Deere), traditionally issued on Wednesday morning before the U.S. market opens.

• Corporate Reports: Deere & Company (U.S.) – a world leader in agricultural and construction machinery – will present its Q4 2025 financial results. The Deere conference call is scheduled for Wednesday at 9:00 AM Central Standard Time (CST). Analysts forecast around $3.96 EPS amid high demand for agricultural equipment, although investors will also closely monitor the company's guidance for 2026, considering fluctuations in raw material prices and interest rates. In the high-tech sector, following the close of trading on Tuesday, results from several companies (Dell, Workday, etc.) will be released, therefore, on Wednesday market participants will be processing this information—no new major reports from the U.S. are expected after Deere on this day due to the upcoming holiday. In the Russian market, attention should be paid to the financial results of the Moscow Exchange (MOEX) for Q3 2025 under IFRS—the operating income and profit indicators from the exchange will provide insight into activity in the local stock market during the summer months. This data could influence MOEX stock prices and the overall sentiment of investors in Russia.

• Economic Events: RBNZ Rate Decision: The New Zealand regulator is projected to lower the official rate from 2.5% to 2.25%, concluding the rate-cutting cycle—this first key event of Wednesday will set the tone for Asian markets. In the U.S., the revised GDP for Q3 will be published (initial estimates showed solid growth, and confirmation of this trend will support investor optimism). Concurrently, a package of statistics will emerge: durable goods orders for October, along with weekly initial jobless claims—these data sets reflect the health of the U.S. economy. Moreover, on Wednesday, G7 meetings continue, and the final day of the summit could yield joint statements on economic policy. Collectively, Wednesday will provide final benchmarks for investors ahead of the long weekend in the U.S., which may result in heightened volatility in the first half of the day, followed by reduced activity closer to the evening.

Thursday, November 27, 2025

On Thursday, global stock markets will enter a phase of calm: it is a public holiday in the U.S. for Thanksgiving, with exchanges closed and trading volume of global assets decreasing. This is traditionally a quiet day in international markets, though trading continues regularly in other regions. Investors will digest the mass of information received 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), in the absence of direction from the U.S., may exhibit low volatility, reacting only to local news. The focus of the day will be regions outside the U.S., including Russia, where Thursday will be an active day for corporate reporting, and Asia.

• Corporate Reports (Russia): Although Western markets take a pause, a range of major companies will publish their Q3 2025 reports on the Moscow Exchange. In particular, RusHydro (HYDR)—one of Russia's largest power companies—will disclose results for the first nine months of 2025 under IFRS, reflecting output and tariffs in the energy sector. Meanwhile, diversified holding AFK Sistema (AFKS) will present financial results for Q3: investors will assess the dynamics of the telecom business (MTS) and other assets of the holding in the context of the domestic market. Additionally, quarterly and nine-month results will be published by companies from the Segezha Group (SGZH) and possibly Astra (ASTR)—data from these issuers will provide further insight into the state of the timber industry and high-tech sectors, respectively. Although reports from Russian companies emerge on a day of low global activity, they are significant for local investors and influence the MOEX index: any surprises (profit growth, dividends, deteriorating indicators) may trigger movements in Moscow stocks.

• Economic Events: In the U.S., it is a national holiday (Thanksgiving), financial markets are closed, and no macro-statistical publications are scheduled. Europe and Asia will trade as usual, but the absence of American players and recently received data mean that activity will be diminished. Some market participants will start preparing to assess preliminary sales results for Black Friday, although major retail sales figures will be released later. On such a day, investors are advised to avoid excessive activity and use the pause to analytically evaluate the corporate reports and data received by midweek.

Friday, November 28, 2025

The last business day of the week promises a combination of a shortened trading session in the U.S. and important indicators for the consumer sector. On Black Friday, American stock markets will open after the day off, but will operate on a shortened schedule (until 1:00 PM Eastern Time). Trading volumes are generally lower than usual, but news about the start of the sales season may trigger spot movements in retail company stocks. Investors worldwide will closely monitor initial estimates of Black Friday sales—this is a traditional indicator of consumer activity in the U.S., setting the tone for the entire holiday season and influencing retail and e-commerce stock prices. In Asia and Europe, trading will proceed smoothly, given the absence of major planned events, but investor sentiment will be shaped with an eye on the American stock market and retail sales data.

• Corporate Reports: No major publications are expected in the U.S. (companies tend to avoid releasing reports the day between the holiday and the weekend). However, in Russia, precisely on Friday, one of the most significant reports of the week will be released: oil company Rosneft (ROSN) will present its financial results for Q3 2025 under IFRS. Being the largest oil company in Russia and one of the leading firms by market capitalization on the MOEX, Rosneft will show how its profits have been influenced by oil prices and tax burdens. According to first-half figures, the company's profit has been declining amid high export tariffs and discounts on Russian oil, but the increase in energy prices in Q3 may have partially improved figures. Investors will assess Rosneft's revenue and profitability dynamics, as well as management's comments on future plans and the impact of external factors (e.g., OPEC+ quotas). Among other Russian issuers, investment company Safmar Finans (SFIN) will also report its results for the first nine months. These publications will wrap up 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 massive sales and early data on in-store and online sales will flow from analytical agencies by the end of the day. Investors and analysts will evaluate how strong consumer demand has been: high sales may boost retail stocks and enhance growth forecasts for the U.S. economy in Q4. Some activity may occur in the commodity markets ahead of significant weekend events: on Sunday, November 30, a meeting of OPEC+ is scheduled to discuss oil production policies—which could influence oil prices at the end of the week and is particularly relevant for Russian oil and gas companies.

Conclusion and Recommendations

Against the backdrop of such a busy week, investors are advised to act judiciously and thoughtfully. Corporate reports will provide valuable information for analyzing companies—investors should compare actual figures against market expectations and pay attention to management’s forecasts for the future. Economic events—from GDP data to central bank decisions—determine the overall backdrop for stock markets.

Key Recommendations for Investors:

1. Diversify and Consider Regional Factors: The event landscape covers the U.S., Europe, Asia, and Russia—an investor's portfolio should be diversified across regions to mitigate risks. For instance, strong reports from American tech companies will 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: Data from Black Friday will provide the first signal regarding consumer sentiment ahead of the holidays. Strong sales may bolster retailer stocks and enhance macro indicators, while weak demand may raise caution. Investors should consider these trends when making decisions, especially concerning retail and consumer-focused manufacturing companies.

3. Consider Low Liquidity and Volatility: During holiday periods (Thanksgiving and the shortened Friday session), markets experience low volumes—price movements can be sharp on specific news. It is advisable to avoid excessive trading during these periods and to wait for normal liquidity levels to return next 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 blend of corporate news (reports from companies across continents) and economic events (macro statistics and leader meetings) creates a comprehensive landscape for global investors. A professional and composed approach—analyzing quarterly reports, assessing EPS against forecasts, and accounting for macroeconomic contexts—will aid in making sound investment decisions. As the week concludes, markets will enter December with refreshed benchmarks, and investors will gain insights into which sectors and regions exhibit the greatest stability and growth potential in the current market environment.