Automakers, Telecoms, and Chemicals Crowd a Busy Week

The week opened with two confirmed releases today. ALB posts Q3 results after the close. So does ALL, the insurer. Both report at 4pm Eastern.

Thursday brings a cluster of high-profile prints. PSNY holds its Q3 earnings call at 8am. ORTEX alternative data flags a sharp read: Dutch car registrations, which lead Polestar revenue by 60 days with a strong fit, are running 68% below the same quarter last year. That points to pressure on the revenue line. German registrations tell a different story, running 32% above last year on a full three months of data. The two signals pull in opposite directions, adding genuine uncertainty to the print.

Also on Thursday, AAP holds its Q3 call at 8am. AKAM releases Q3 results after the bell. WEN reports Q3 at 8:30am.

Friday sharpens the auto theme. HMC reports its quarter. Japanese car registrations, which lead Honda revenue by 65 days with a strong fit, are running 10% below the same period last year across all three months of the quarter. That is a consistent signal worth watching into the print.

CHTR releases Q3 results on Friday morning. ORTEX Index Rebalance Radar puts Charter at 71% probability of deletion from MSCI World, with $901 million of potential forced selling if it goes. The MSCI November review announces on 11 November, just days away.

No IPOs are scheduled in the next seven days.