Economic Events and Corporate Reports for the Week of November 24–29, 2025 — Key Benchmarks 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 globe are gearing up for a busy week filled with corporate reports and significant economic events. The closing autumn brings yet another wave of quarterly reporting from companies in the USA, Europe, Asia, and Russia. Against the backdrop of fluctuating dynamics in global stock markets (from the S&P 500 to Nikkei 225 and MOEX), the focus of the equities market will be on both corporate financial results and macroeconomic indicators. Highlighted are the revenue figures and earnings per share (EPS) of leading companies, signals regarding the state of the global economy, and consumer sentiment ahead of the holiday sales season. Below is a detailed analysis of each day of the week, outlining anticipated events and reports, along with brief recommendations for investors.

Monday, November 24, 2025

The first day of the week will focus on corporate reports from American technology companies and important economic data from Europe. Investors will assess a number of company results after the U.S. market closes on Monday, setting the tone for trading on Tuesday. In the morning, all eyes will be on Europe: the release of the Ifo Business Climate Index in Germany will reveal the sentiments of businesses in the continent's largest economy. Asian markets will see quieter trading due to a public holiday in Japan (the Nikkei 225 will be without benchmarks). Overall, Monday sets the pace for a week where company analysis (their quarterly reports and forecasts) merges with macroeconomic expectations.

• Corporate Reports (after U.S. market close): Semiconductor company Semtech (USA) will report its Q3 results (expected revenue decrease to around $266 million and EPS of ~$0.44). Financial conglomerate StoneX Group (USA) will present its Q4 fiscal results. Reports from investment funds PennantPark Floating Rate Capital (PFLT) and PennantPark Investment (PNNT) will also be released for their 4th fiscal quarter (both after market close). Technology company Fluence Energy (USA) will announce its Q4 2025 results (forecasted EPS around $0.13). Among industrial and high-tech corporations, particular attention will be paid to the earnings reports of Keysight Technologies and Agilent Technologies – both companies (part of the S&P 500 index) will publish their Q4 fiscal year results on Monday evening. Agilent is expected to report around $1.59 EPS, while Keysight is anticipated to deliver about $1.83 EPS according to consensus forecasts. Additionally, agribusiness firm Alico Inc. will disclose its 4th quarter and full year results for 2025 (after the market close, with a subsequent conference call on Tuesday morning). On a global scale, these corporate reports will provide investors with benchmarks regarding the health of various sectors – from electronics to agribusiness – and could influence the dynamics of S&P 500 futures.

• Economic Events: Germany will publish the Ifo Business Climate Index for November, reflecting the level of business confidence and potentially impacting European markets (Euro Stoxx 50). Japan: Banking holiday (Labour Day), so trading on the Tokyo Stock Exchange will not occur – limiting investor activity in the Asian region on Monday.

Tuesday, November 25, 2025

On Tuesday, the number of major corporate reports is set to rise sharply, particularly in the U.S., alongside the commencement of a series of international meetings and data releases. Investors will closely examine the initial reports from the retail sector: before the opening of the U.S. market, quarterly results from electronics retailer Best Buy are expected (forecast: ~$1.30 EPS and revenue around $9.6 billion for Q3). Additionally, the report from Analog Devices (USA) – a leading semiconductor manufacturer – is anticipated before trading begins on Tuesday (the company’s conference call is slated for 10:00 ET). Moreover, G7 meetings are set to commence, where ministers from leading economies will discuss global economic issues – this event will increase overall market uncertainty. In the latter half of the day, attention will shift to a wave of technological and industrial reports released after trading closes in New York. In Europe, investors will continue to monitor internal indicators: in the U.S., consumer confidence indices and housing market data will be released in the afternoon, potentially influencing global risk appetite.

• Corporate Reports (U.S., key): After the U.S. market closes on Tuesday, several large corporations will report. Dell Technologies will publish its Q3 FY2026 results (consensus: around $2.47 EPS and $27.3 billion in revenue). Simultaneously, cloud giant Workday will present its Q3 FY2026 report (expected at ~$2.12 EPS on around $2.42 billion in revenue; conference call at 16:30 ET). Autodesk, a design software developer, will conduct its financial report (call at 14:00 PT) – anticipated continuation of growth in subscription revenue (consensus around $2.21 EPS). Computer giant HP Inc. will also disclose its Q4 FY2025 results on Tuesday evening: analysts expect around $0.92 EPS and ~$14.5 billion in revenue; it will be particularly important to hear the company's forecast in light of changes in PC demand. Among consumer brands, Urban Outfitters will report (approximately $1.18 EPS, revenue ~$1.49 billion for Q3 FY2026) – providing insights into trends in clothing retail ahead of the holiday season. Quarterly results from cloud service PagerDuty, video chip manufacturer Ambarella, and enterprise software company Nutanix (expected revenue growth of ~11% y/y) will also be released in the evening. Such a high volume of reports in one day could lead to increased volatility in the equities market: investors will evaluate how actual figures matched up to forecasts and how companies comment on prospects for the next quarter.

• Economic Events: Multilateral G7 meetings are ongoing on Tuesday (and will continue into Wednesday), where geopolitical and economic issues are being discussed – subsequent statements could impact global markets and currency valuations. Key indicators of consumer activity will be released in the U.S.: 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 provide investors with signals regarding the state of the U.S. economy at the start of the fourth quarter. Cumulatively, 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 the shortened trading week in the U.S. On this day, investors will receive a final wave of key data from the U.S. ahead of Thanksgiving, along with several reports from major companies. The morning will begin with the Reserve Bank of New Zealand's interest rate decision: it is expected that the RBNZ will reduce the rate by another 0.25% to 2.25%, bringing an end to the easing cycle (this move will impact the currency market and sentiments in the Asia region). Subsequently, U.S. markets will focus on a block of macro statistics traditionally released before a holiday: the preliminary estimate of U.S. GDP for Q3 (the second revision) will confirm or adjust previously announced economic growth rates, while weekly jobless claims data will be released a day earlier than usual due to the holiday. Furthermore, October data on durable goods orders will come out – a measure of investment activity. On the corporate front, the highlight will be the report from industrial giant Deere & Co. (John Deere), which is traditionally released Wednesday morning before the U.S. market opens.

• Corporate Reports: Deere & Company (USA) – one of the world's leaders in agricultural and construction machinery – will present its financial results for Q4 2025. The Deere conference call is scheduled for Wednesday at 9:00 AM North American Central Time (CST). Analysts forecast about $3.96 EPS amid high demand for agricultural equipment, although investors will closely monitor the company's forecast for 2026, taking into account commodity price dynamics and costs. In the high-tech sector, results from several companies (Dell, Workday, etc.) will be known after the market closes on Tuesday, so on Wednesday market participants will digest this information – no new major reports in the U.S. are expected after Deere on this day due to the approaching holiday. In the Russian market, Wednesday will see the financial results of the Moscow Exchange (MOEX) for Q3 2025 under IFRS – the exchange’s operating revenue and profit figures will provide insights into local stock market activity during the summer period. This data could influence MOEX stock prices and the overall sentiment of investors in Russia.

• Economic Events: The RBNZ's interest rate decision: the New Zealand regulator is expected to lower the official rate from 2.5% to 2.25%, ending the rate reduction cycle – this is the first significant event of Wednesday, setting the tone for Asian markets. In the U.S., revised Q3 GDP figures will be released (the preliminary estimate showed steady growth, and confirming this trend will bolster investor optimism). Concurrently, a package of statistics will be released: durable goods orders for October, as well as weekly initial jobless claims – a set of data reflecting the health of the U.S. economy. Furthermore, the G7 meetings will continue on Wednesday; 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 U.S., potentially causing increased volatility in the first half of the day, followed by a decrease in activity closer to the evening.

Thursday, November 27, 2025

On Thursday, global stock markets will enter a phase of calm: the U.S. will observe a holiday – Thanksgiving Day, with exchanges closed and trading volumes for global assets declining. This is traditionally a quiet day for international markets, although trading will continue as usual in other regions. Investors will process the wealth of information received earlier in the week and assess the early 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 U.S. benchmarks, reacting only to local news. The day’s focus will shift to regions outside the U.S., including Russia, where Thursday will be an active day for corporate reporting, as well as Asia.

• Corporate Reports (Russia): Although Western markets are pausing, the Moscow Exchange will publish several reports from major companies for Q3 2025. In particular, RusHydro (HYDR) – one of the largest energy companies in Russia – will disclose its results for the first nine months of 2025 under IFRS, reflecting power generation and tariffs in the energy sector. Additionally, the diversified holding AFK Sistema (AFKS) will present financial figures for Q3: investors will assess the dynamics of its telecom business (MTS) and other assets of the holding in the context of the domestic market. Moreover, the Segezha Group (SGZH) and possibly Astra (ASTR) will publish their quarterly and nine-month results – data from these issuers will provide further insights into the states of the forestry and high-tech sectors respectively. While the publication of Russian companies’ reports occurs on a day of low global activity, they are important for local investors and impact the MOEX index: any surprises (increased profits, dividends, deteriorating figures) could sway stocks in Moscow.

• Economic Events: In the U.S. – a national holiday (Thanksgiving Day), financial markets are closed, and no macroeconomic publications are planned. Europe and Asia will trade normally; however, the absence of American participants and the recently received data imply that activity will be low. Some market participants will begin preparing to assess the preliminary results of "Black Friday" sales, although the main figures for retail sales will surface later. On such a day, investors are advised to avoid excessive activity and utilize the pause for an analytical evaluation of the corporate reports and data received up to midweek.

Friday, November 28, 2025

The final working day of the week promises a combination of a shortened trading session in the U.S. and vital benchmarks for the consumer sector. On “Black Friday,” U.S. stock markets will open after a day off but will operate under shortened hours (until 1 PM ET). Trading volumes typically tend to be lower than usual; however, news of the commencement of the sales season may provoke localized movements in retail companies' stocks. Investors globally will closely monitor the initial sales estimates on Black Friday – this traditional indicator of consumer activity in the U.S. sets the tone for the entire holiday season and impacts the shares of the retail and e-commerce sectors. In Asia and Europe, trading will proceed quietly considering the lack of significant planned events, but investor sentiment will be shaped by observations of the U.S. stock market and retail sales data.

• Corporate Reports: No major publications are expected in the U.S. (companies tend to avoid releasing reports on the day between a holiday and a weekend). However, in Russia, one of the week's most significant reports will be released on Friday: oil company Rosneft (ROSN) will present its financial results for Q3 2025 under IFRS. As the largest oil company in Russia and a leading market capitalisation player on MOEX, Rosneft will demonstrate how its profits have been impacted by oil prices and tax burdens. Based on the first half of the year’s data, the company’s profits declined due to high export tariffs and discounts on Russian oil; however, rising energy prices in Q3 may have partially improved the figures. Investors will assess Rosneft's revenue dynamics and profitability, as well as management's comments concerning future plans and the impacts of external factors (such as OPEC+ quotas). Among other Russian issuers, investment company Safmar Finans (SFIN) will report its results for nine months. These disclosures will round off the week’s corporate events in 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 initiation of large-scale sales and the first data on in-store and online sales will come from analytical agencies by the end of the day. Investors and analysts will evaluate how robust consumer demand has been; strong sales could bolster the shares of retailers and enhance forecasts of economic growth in the U.S. for Q4. In the commodity markets, some activity may occur in anticipation of significant weekends: OPEC+ is scheduled to meet on Sunday, November 30, to discuss oil production policies – this could influence oil prices at week's end and is especially relevant for Russian oil and gas companies.

Conclusion and Recommendations

Amidst such an eventful week, investors should act thoughtfully and judiciously. 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 – ranging 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 example, strong reports from American technology companies will support the S&P 500, while OPEC+ decisions and Rosneft reports will impact Russian MOEX and the global oil sector.

2. Monitor Consumer Demand: Data from Black Friday will provide the first signal on consumer sentiment ahead of the holidays. High sales could strengthen retailer stocks and improve macro indicators, while weak demand may trigger caution. Investors should consider these trends when making decisions, particularly concerning retail companies and consumer-oriented manufacturers.

3. Be Aware of Low Liquidity and Volatility: During holiday periods (Thanksgiving and the shortened Friday session), markets tend to experience low trading volumes – price movements can be sharp based on isolated news. It is advisable to avoid excessive trading during these times and wait for a recovery in normal liquidity next week. Use this time for analyzing the quarterly reports received and revising investment strategies based on new data.

Overall, the week from November 24 to 29, 2025, promises to be dynamic. The combination of corporate news (reporting from companies across continents) and economic events (macroeconomic statistics and leader meetings) creates a comprehensive picture for global investors. A professional and rational approach – analyzing quarterly reports, assessing EPS against forecasts, and considering the macroeconomic context – will help facilitate sound investment decisions. As the week concludes, markets will transition into December with updated benchmarks, while investors will gain insights into which sectors and regions are demonstrating the greatest resilience and potential for growth in the current market environment.