Sentiment remains fragile... We are still waiting for signs that companies are rebuilding margins and investing again.

Risks remain and uncertainty is on the rise, this was in substance the message of G7 finance ministers and central bankers this weekend. Even if global economic growth remains solid, it is suffering from high oil prices, U.S. deficits and the rise of protectionism.

It's too early yet to be alarmist but if these kinds of numbers were confirmed in December and January, it would mean that the bright interval we've had this summer was a flash in the pan, ... This is certainly a warning.

The cable companies are concerned about their profit margins.

Despite yesterday's broad advance, trader sentiment remains sober.

Economists have to worry that if consumer sentiment remains depressed, spending could follow that down and you could have a much weaker outcome (in terms of economic growth.