Financial Agenda – Week of November 3 to 7, 2025
Monday, November 3 — “Macro Dynamics and Palantir Focus”
Macroeconomic Data:
16:00 — ISM Manufacturing PMI
16:00 — ISM Manufacturing Prices
12:00 — Speech by Mary Daly (Fed San Francisco)
14:00 — Speech by Lisa Cook (Fed Governor)
Companies:
All day — DuPont Spin-off: Qnity Electronics starts trading (Ticker: D)
IPO Watch — Off The Hook (OTH) and BETA Technologies (BETA)
Dividends — Citigroup (C) and Ford (F) go ex-dividend
Quarterly Results: Palantir (PLTR), Clorox (CLX), onsemi (ON), Navitas (NVTS), Freshpet (FRPT), FuboTV (FUBO), Berkshire Hathaway (BRK.B), Bruker (BRKR)
Tuesday, November 4 — “Tech Giants’ Results and Labor Market”
Macroeconomic Data:
TBD — JOLTS Job Openings
Companies:
All day — Caterpillar (CAT): Investor Day
All day — Pfizer (PFE): Deadline for response to Novo Nordisk (NVO) offer on Metsera (MTSR)
All day — Hamee Corp finalizes Ne Inc. spin-off
Quarterly Results: AMD (AMD), Shopify (SHOP), Pinterest (PINS), Super Micro Computer (SMCI), Uber (UBER), Spotify (SPOT), Pfizer (PFE), Arista (ANET), Beyond Meat (BYND), Upstart (UPST)
Wednesday, November 5 — “Turbulent Markets: Jobs, Banks and Tech”
Macroeconomic Data:
14:15 — ADP Non-Farm Employment Change
16:00 — ISM Services PMI
Companies:
All day — Bank of America (BAC): Investor Day in Boston
All day — LendingClub (LC): Investor Day in New York
After Market — MSCI indices update
Quarterly Results: McDonald’s (MCD), Qualcomm (QCOM), Unity (U), Humana (HUM), AMC (AMC), Fortinet (FTNT), HubSpot (HUBS), DigitalOcean (DOCN), AppLovin (APP)
Thursday, November 6 — “Decisive Vote at Tesla and Results Avalanche”
Macroeconomic Data:
TBD — Weekly Unemployment Claims
21:30 — Speech by Christopher Waller (FOMC)
Companies:
All day — Tesla (TSLA): Annual General Meeting (vote on $1T compensation, Robotaxi, Cybercab, and Gen3 battery projects)
All day — Western Union (WU): Investor Day
All day — National Retail Federation: Holiday season sales forecast
11:00 — Speech by Michael Barr (Fed)
12:00 — Speech by Beth Hammack (Cleveland Fed)
After Market — MSCI indices rebalancing
Quarterly Results: Airbnb (ABNB), ConocoPhillips (COP), Datadog (DDOG), Take-Two Interactive (TTWO), Wynn Resorts (WYNN), Dropbox (DBX), Hyatt (H), Ralph Lauren (RL)
Friday, November 7 — “Jobs Report and Household Sentiment”
Macroeconomic Data:
TBD — Average Hourly Earnings (m/m)
TBD — Core PCE Price Index (m/m)
TBD — Non-Farm Payrolls (US jobs)
TBD — Unemployment Rate
16:00 — University of Michigan Consumer Sentiment (preliminary)
16:00 — UoM Inflation Expectations (preliminary)
Quarterly Results: Constellation Energy (CEG), Enbridge (ENB), Wendy’s (WEN), Six Flags (FUN), Duke Energy (DUK), Fluor (FLR)
Weekly Overview
Macro focus: jobs (ADP, NFP), inflation (Core PCE), and manufacturing activity (ISM).
Micro focus: technology (AMD, QCOM, Datadog), consumption (McDonald’s, Ralph Lauren, Wendy’s), energy (ConocoPhillips, Enbridge).
Expected volatility: Tesla on Thursday and NFP report on Friday.