Global Bonds, Emerging Markets& S&P 500 Margins

Bond Vigilantes are everywhere these days, selling sovereign bonds and lifting yields in developed countries around the world. Eric leads a tour of global bond markets. … Also: Melissa recaps takeaways from the IMF’s newly published World Economic Outlook, which projects global real GDP growth of a steady 3.2% both this year and next. It might be time to reduce exposure to some EM equity markets, especially Mexico’s. … Also: Joe finds strong profit margin improvement in his analysis of S&P 500 companies’ Q3 earnings reports. The Magnificent-7’s margins hit a new record high.