Third quarter earnings season is in full swing, with a whole host of companies on both sides of the Atlantic preparing to announce how they’ve fared over the past three months. These are the companies that you should be watching next week and why.

Things get off to a fast start on Monday.

Fresh from overnight Chinese inflation data – the biggest regional driver for the sector – dual listed Aussie miner Rio Tinto releases its Q3 production report at 10:30pm. While this is out of the London Stock Exchange’s opening hours, this makes sure the miner will be subject to a major reaction on Tuesday morning. After its shares fell by almost 3% after Q2 results, can it turn the tide in the second half of the year?

Monday also sees the US streaming website and tech sector darling Netflix reports its Q3 figures on Monday. Much of the 2017 US stocks rally has been predicated on the performance of the so-called ‘FAANG’ stocks – large cap tech stocks Facebook, Amazon, Apple, Netflix and Google (Alphabet). If Netflix’s shares react sharply to its Q3 results, could this have a considerable impact on US indices, currently trading around all-time record highs?

Tuesday sees the earnings coming in thicker and faster, with Rio’s mining peer BHP Billiton being the pick of the UK’s offering, although the spotlight will likely turn towards the US.

US Banks began reporting their Q3 figures on Thursday, with shares in JPMorgan and Citibank both falling after some uninspiring loan growth figures, while Wells Fargo remains plagued by 2016’s accounting scandal.

This passes the baton to industry heavyweights Goldman Sachs and Morgan Stanley on Tuesday to lift the sector out from a disappointing season so far. Goldman is renowned for its sector-beating prowess, while Morgan Stanley has recently outperformed peers due to superior performance within its trading division.

Can these two US giants stay true to form and help to gloss what has been a poor quarter by US banks’ standards? More importantly, could this help the UK banks in the run up to the beginning of their reporting season beginning on 25 October?

Other stocks to watch include United Rentals, a US stock that regularly moves its UK listed peer Ashtead on results day, while former £115bn takeover target Unilever updates the market on its Q3 performance. Its shares rallied 2% after its Q2 results release to a fresh all-time high. Currently trading withing 1% of its all-time best levels, will it be more of the same for the retail giant?

Our award-winning research team dissect the numbers before the market open, providing a handy analysis every morning of the major companies reporting, as well as sending a full list of companies reporting over the course of the week. To have access to these publications and a whole range of other insightful pieces, sign up here to have them delivered directly to your inbox, daily.

Amrit Panesar, Senior Trader, 13 October