Detailed Overview of Economic Events and Corporate Reports for Monday, November 17, 2025: Japan's GDP, Canada’s CPI, US Budget, Reports from XPeng, JinkoSolar, Trip.com, HP, and Other Companies.
On Monday, November 17, investors from the CIS countries will need to keep an eye on a packed agenda. Key macroeconomic publications from various countries will take center stage, alongside financial results from several major companies around the world. Below is a brief introduction to the main statistics of the day and significant business reports that may influence market sentiment. Special attention will be given to data from Japan, Canada, and the USA, as well as reports from corporations ranging from Asian tech giants to American industrialists. This will help investors assess the state of the global economy and specific sectors ahead of the new trading week.
Key Macroeconomic Events of the Day
Japan's GDP for Q3 2025 (Preliminary Data) – Early on Monday (02:50 MSK), Japan's GDP estimate for the third quarter will be released. Economic momentum is expected to slow: preliminary forecasts indicate a possible GDP decline of around –2.5% on a year-on-year basis after a strong growth in the second quarter. In the second quarter, Japan's economy unexpectedly accelerated (approximately +2.2% YoY) due to robust domestic consumption and rising exports; however, by the end of summer, the impact of these factors may have weakened. Preliminary statistics for Q3 will show how external demand reduction and inflationary pressure on consumers have affected Japan's GDP. The data may impact the yen's exchange rates and Asian market dynamics early in the morning, setting the tone for the start of the week.
Canada's Consumer Price Index (CPI) for October 2025 – Inflation statistics for Canada will be released in the afternoon (16:30 MSK). Analysts expect a slight easing of inflationary pressure: the consensus forecast suggests a slowdown in annual price growth to ~2.1% compared to 2.4% in September. The decrease in gasoline prices in October (~–5% month-on-month) is expected to offset the ongoing increase in food prices (around +3.8% YoY) and other goods. If the actual data confirms a cooling of inflation, it will indicate movement towards the Bank of Canada's target range (1–3%). Investors in the region will evaluate whether this deceleration is sufficient for the regulator to maintain a soft stance after a recent cut cycle or if price pressure remains persistent. The publication of the CPI may influence the Canadian dollar's exchange rates and expectations for further Bank of Canada policy.
US Federal Budget for October 2025 – Late in the evening (22:00 MSK), the US Treasury Department will present the report on the federal budget for October – the first month of the new fiscal year 2026. Investors will pay attention to the size of the budget deficit and revenues/expenses at the start of the year, especially given that the deficit for the previous fiscal year 2025 reached ~$1.8 trillion (about 5.9% of US GDP). Traditionally, October shows a deficit in the USA, and current data is expected to show a significant gap between expenditures and revenues, particularly since interest payments on debt and obligations for social programs remain high. According to estimates from the Congressional Budget Office (CBO), the October 2024 deficit was $219 billion, and the market will compare the new figures with last year's numbers. For investors, signals about the state of government finances are crucial: a growing deficit may intensify discussions about debt burden (the US national debt is already close to 100% of GDP) and could potentially affect government bond yields and the overall resilience of economic policy. The late evening budget publication may set the direction for US dollar exchange rates and sentiments in the bond market.
Major Corporate Reports: November 17, 2025
On Monday, several significant public companies will report their financial results for the last quarter, both before the main trading session begins and after it concludes. The list includes representatives from various indices and sectors: from high-tech firms in Asia to industrial and financial companies in the US and Europe. Below are key reports, organized by their release timing.
Reports Before Market Open
XPeng (XPEV) – The Chinese electric vehicle manufacturer will report its Q3 results before trading begins in the US. The company has already announced record deliveries of 116,007 electric vehicles for the quarter (+149% YoY), marking the fourth consecutive quarterly high. Investors are expecting to see how impressive sales growth has impacted XPeng's financial metrics, especially in light of margin pressures in the industry. A management conference call is scheduled for 8:00 AM Eastern Time (16:00 MSK) on the same day. XPeng's results will provide insight into the dynamics of the Chinese EV (Electric Vehicles) market and whether the company can maintain its rapid growth amid competition and costs associated with the development of autonomous driving technologies.
ZEEKR (ZK) – Another representative of the Chinese automotive industry, the premium electric vehicle brand ZEEKR (part of Geely Group), will release its Q3 financial results on Monday morning. The release is expected before US trading begins. ZEEKR continues to increase its volumes: in Q3, the company delivered approximately 140,000 electric vehicles, raising sales by about 12.5% YoY. Investors from the CIS will assess the results of this company for the first time since its recent IPO. The market is awaiting revenue data (forecast around $4.7 billion) and loss per share (expected around –$0.18) for the quarter. The ZEEKR report will help clarify the situation in the segment of premium Chinese electric vehicles and consumer sentiment in the country.
JinkoSolar (JKS) – The largest solar panel manufacturer from China will present its quarterly results before the trading session begins. Analysts forecast a loss for Q3, reflecting industry challenges: EPS expectations stand at around –$2.5, significantly worse than profits a year ago. In the previous reporting period, JinkoSolar disappointed the markets by failing to meet profit forecasts, and now investors will be looking for signs of demand recovery for solar panels and margin improvement. Amid volatility in silicon prices and stiff competition in the global renewable energy market, JinkoSolar’s results will signal the health of the entire solar energy sector.
Full Truck Alliance (YMM) – The Chinese online freight service (known as "Uber for Trucks") will also report on Monday before the market opens. A moderate quarterly result is anticipated: the consensus forecast for earnings is around $0.13 per share, slightly below last year’s level. Investors will be keen to learn how China's economic slowdown has affected freight demand and the platform's load. In previous quarters, the company consistently exceeded analysts' expectations, so the market will be watching to see if it can maintain that momentum. YMM's metrics will serve as a barometer for activity in China’s logistics and e-commerce sectors.
H World Group (HTHT) – The largest Chinese hotel chain (formerly Huazhu Group) will release its financial results early in the morning. The company, which operates hotel brands both domestically and internationally, completed Q3 against the backdrop of recovering travel activity. Analysts expect earnings of about $0.60 per share, slightly above last year's figures. If actual numbers align with forecasts, the annual earnings growth will be around +3–4%, reflecting a gradual improvement in hotel occupancy following the pandemic. Investors will value management’s commentary on domestic tourism in China and H World Group’s international expansion to gauge the hospitality sector's prospects in the region.
Aramark (ARMK) – The American corporation providing catering, food, and uniform services will report its financial results for Q4 2025 (ended September 30). The release is expected before trading begins in New York. According to forecasts, Aramark will show significant profit growth: consensus EPS is around $0.65, approximately 20% higher than the year-ago quarter. In recent quarters, the company has exceeded analysts’ expectations amid a recovery in the corporate services sector and special clothing rentals. Investors will be looking for insights into business margin and demand trends from institutions, schools, and sports organizations – key clients of Aramark. Strong results are likely to positively impact the company's stock prices and set the tone for the business services sector.
Brady Corporation (BRC) – The manufacturer of identification and industrial labeling solutions will report for Q1 2026 before the market opens. Brady operates in the US and Europe, supplying labels, safety signs, and marking equipment for factories. Against the backdrop of industrial growth and companies' need for safety management systems, stable results are anticipated: analysts forecast earnings around $1.17–1.18 per share, comparable to last year’s levels. Investors will focus on changes in industry demand – a rise in Brady's orders may indicate an increase in capital spending by companies, while weak sales could signal caution among clients. The company typically holds a conference call (scheduled for 18:30 MSK today) where it may share forecasts for upcoming quarters.
Freightos (CRGO) – A young international online logistics booking platform (of Israeli origin) will report in the morning. Freightos is struggling with declining container shipping rates and overall volatility in global trade. Losses for the company are expected to continue (around –$0.08 per share), with revenue declining. Last year, Freightos failed to meet market expectations as demand for logistics IT services diminished. The Q3 report will reveal whether Freightos managed to increase transactions on its platform and reduce losses amid stabilizing global supply chains. Investors in the logistics tech sector will be looking for signs that the company is moving toward break-even.
Arbe Robotics (ARBE) – The Israeli developer of radar systems for self-driving cars and robotics will publish its Q3 results before market open. The startup nature of the business implies that the company is still unprofitable, even as revenue grows with new contracts in the automotive industry. A quarterly loss per share of around –$0.11 is expected, slightly lower than last year’s loss. Investors will assess the pace of Arbe’s partnerships with car manufacturers and progress in developing its advanced radar chip. Any positive news (e.g., increased orders from automakers or improved forecasts) could trigger heightened volatility in ARBE’s shares, given its small capitalization and interest in autonomous transport.
Codere Online (CDRO) – The subsidiary of a Spanish gaming operator that is engaged in online betting and casinos plans to release financial results before US markets open (press release scheduled before 08:30 ET). Codere Online is expanding rapidly in Spain and Latin America. The market expects to see growth in revenue from online betting and gaming, especially following the summer sports season. In the previous quarter, the company posted a modest revenue increase (~+1% YoY) and improved EBITDA, and now it’s crucial to assess whether it has increased its customer base and activity in its online casino. Investors from the CIS might be interested in the prospects of the online gambling business across mature European and emerging Latin American markets reflected in Codere Online's results.
Reports After Market Close
Gladstone Capital (GLAD) – The US-based investment company (a business development company, BDC) will publish its financial results after trading ends in New York. Gladstone Capital invests in debt instruments of small and medium-sized businesses and pays stable dividends (yield around 9%). The Q4 2025 report will reveal how rising interest rates have affected interest income and the quality of the credit portfolio. Analysts forecast earnings around $0.51 per share. Investors will be looking for signs of resilience: a low default rate among borrowers and earnings covering dividends will be a positive signal. GLAD’s results are interesting in the context of the entire BDC sector and high-yield bonds, as they reflect the condition of small and medium-sized businesses in the USA amid expensive financing.
XP Inc. (XP) – The largest Brazilian online broker and investment platform will report late Monday evening (by which time trading in Brazil and the USA will have already closed). Expect Q3 data where the key metrics will be growth in client assets and commission income. Amid high volatility in Brazil's financial markets, XP may have attracted new investors looking for alternatives to traditional banks. Consensus earnings forecast is around $0.50–0.55 per share. Last week, XP Inc. surprised investors with news of a record quarterly profit (for instance, in Q2 2025, the company reported its highest net profit), boosting its share price. The market is now looking for confirmation of this positive trend. Strong results from XP could be an indicator of the financial sector's development across Latin America and public interest in investments.
LifeMD (LFMD) – The American telemedicine company with a small capitalization will release its financials after market close. LifeMD offers online medical consultation services and prescription medication sales over the internet. In recent quarters, the company has demonstrated double-digit revenue growth, expanding its subscriber base for medical subscriptions. However, the business remains unprofitable, and investors are expecting quarterly losses to decrease as it scales up. The Q3 2025 report will show if LifeMD has approached its break-even point: important metrics include profitability metrics, average revenue per customer, and user retention rates. The telemedicine sector is rapidly evolving, so any news (e.g., regarding new partnerships or slowed growth) could significantly impact LFMD’s stock prices.
HP Inc. (HPQ) – One of the world's largest PC and printer manufacturers will report after the main session concludes. HP will present its results for Q4 2025 (August–October) amid a challenging situation in the industry: demand for personal computers has been unstable following the pandemic surge, and competition is intensifying. Analysts expect a decline in revenue compared year-on-year, but investors will focus on margins and management's outlook for the next year. Key discussion topics will include the sales dynamics of business laptops, recovery of demand for printers, and the impact of a cost-cutting program that HP is implementing to maintain profitability. Last week, HPQ shares came under pressure following news of a stake reduction by Berkshire Hathaway, but a strong quarterly report could restore investor confidence. A conference call featuring CEO Enrique Lores is scheduled after the report publication to discuss strategic initiatives and the company's expectations for the 2026 fiscal year.
3V Systems (III) – The reporting list also includes 3V Systems (ticker III). (Note: Data on this company is limited.) Financial results are expected in the evening of November 17. Based on the ticker, the company appears to be part of an international index and may represent the technology or investment sector. Investors will review 3V Systems’ report to understand its business dynamics. Although this is a less known name compared to others on the list, results from 3V Systems could be of interest in the context of the overall situation in its relevant industry. When analyzing the report, attention will be paid to key financial indicators and management forecasts to assess the company's prospects.
Trip.com Group (TCOM) – The leading Chinese online travel booking agent (owner of Trip.com, Ctrip, Skyscanner) will report after the trading day in the US concludes (evening in New York, which corresponds to the morning of November 18 in Shanghai). The third quarter is expected to be successful for Trip.com due to the active tourist season: analysts expect earnings of approximately $1.0–1.1 per share. Domestic tourism in China has continued to grow robustly, while international travel is recovering after the lifting of COVID restrictions. Investors are interested in how much revenue from hotel and flight reservations has increased and the fourth quarter outlook considering the "Golden Week" and holidays. In the previous quarter, Trip.com significantly exceeded forecasts, resulting in nearly +15% growth in its share price the following day. If current results prove better than anticipated and are accompanied by a positive outlook, it would confirm the strength of the online tourism sector and the purchasing demand from Chinese consumers.
Gladstone Capital (GLAD) – repeat (see above; report expected after market close).
Danaos Corporation (DAC) – One of the world leaders in container ship chartering will present its financial results after trading. The Greek company Danaos owns a large fleet of container vessels, leasing them to ocean carriers on a long-term basis. Due to high freight rates in recent years, Danaos has reported record profits, and while rates are normalizing, the company is still expected to report substantial revenue and solid cash flow for Q3 2025. The consensus profit forecast is in the range of $7–7.5 per share, representing a double-digit increase compared to the previous year. Investors will pay attention to updates regarding the company’s debt, capital distribution plans (dividends, stock buyback), and comments on container shipping demand. As Danaos’ conference call is scheduled for the morning of November 18, key details may only be revealed the following day, but the core figures from the report will already allow an assessment of the global shipping industry’s state.
In conclusion, Monday, November 17, 2025, promises to be information-rich for investors. In the morning, markets will digest data on Japan's economy, questioning whether a downturn has begun there. Throughout the day, they will monitor inflation trends in Canada and, late in the evening, assess the state of the US budget and its potential impact on financial conditions. Concurrently, corporate reports from Asia to America will provide a snapshot of the state of affairs in key sectors: automotive and technology (XPeng, Zeekr, Arbe), renewable energy (JinkoSolar), online services and tourism (Full Truck Alliance, Trip.com), as well as industry and finance (Aramark, HP, XP Inc, Gladstone). Investors from the CIS countries should pay close attention to these events to timely respond to possible changes in market conditions. A comprehensive understanding of macroeconomic trends and corporate results will help make informed decisions while shaping investment strategies for the current week and beyond.
