High profit margin companies a good bet

But pessimism about US earnings season abounds

Time to buy EMs and commodities

Morgan Stanley’s European equity strategists see rebound in risk

Why the US Treasury rally may not last

Miller Tabak predicts a Fed lift-off in December

US earnings will pose stern test for bulls

Citigroup calls the recent equities sell-off a correction

Markets wary ahead of US jobs report

Low expectation of strong-enough numbers for rate rise this month

Watch Japan’s Tankan for signs of weakness

Weak business survey increases prospects for further BoJ stimulus

Tepid inflation adds to gold bug woes

Bullion fails to disentangle itself from broader commodity slide

Commodity rout chills earnings estimates

Hit to resource providers knocks out upside on pan-Europe basis

The Fed's stimulus package has produced mixed results: US employment is falling but there have been drags on the economy from abroad
©Getty Images; Reuters

Uncertainty grows over Fed rate move

Markets troubled by differing views over timing of first rise

Margin debt fall signals market jitters

Balances at New York Stock Exchange member firms decline for second month

More Scandinavian rate drama ahead

Riksbank facing test of monetary policy mettle, as is Norges Bank

Mixed outcome of state support for stocks

Malaysia joins Beijing and Tokyo in investing in domestic equities

Buy Treasuries and sell Bunds, says UBS

Swiss bank expect spreads to narrow with good news and bad

S&P 500 is pressure point ready to blow

Tighter trading ranges of late usually end with sharp move away from trend

Dollar weakness shortlived if Fed holds

Crédit Agricole says market conditions similar to 1997/1999 rate lift-offs

China FX policy takes toll on Treasuries

Positive signs that pace of reserve depletion unlikely to grow

Pound’s prospects murky after UK setback

BoE even more unlikely to risk sterling strength with rate rise

Wobble may be boon for bargain hunters

Traders increasingly bet on Vix rising further in coming month

Bears say technicals reveal more bad news

But last similar stock plunge marked end, not the start, of sell-off

Payrolls will not bring end to the stress

No surprise the Vix index remains well above the 20 level