Global financial market focus is glued to  US president-elect Donald Trump as he starts assembling a cabinet and figuring out which parts of his stated policy plans are actually feasible. Worries about his spendthrift tendencies and their inflationary consequences are hammering bonds.

• The bond selloff continues and the US 10-yr yield is up by 86bps – Moltke-Leth
• Continued speculation on Trump's fiscal spending increase plans – Moltke-Leth
• Outlook to a December rate hike is at 84%, 2nd hike in March is 17% – Moltke-Leth
• China reports a 32% surge in Singles Day sales – Moltke-Leth
• Trump watching will be the focus this week as he starts filling cabinet seats – Hardy
• The USD has continued to rip higher – Hardy
• USD's aggressive extension sits uncomfortably with me – Hardy
• Juxtaposition of very weak bonds and strong equities is an oddity – Hardy
• Global bond rout is what's driving commodities too – Hansen
• The main casualty is precious metals – Hansen
• Oil's focus is on Opec as global supply continues to grow – Hansen
• Crude could be below $40 or above $50 depending on Nov. 30 outcome – Hansen
• Trump has signalled a softening on financial regulations – Boye
• Core yields continue to rise on the back of fiscal stimulus hopes – Boye
• Italian spread to Germany has widened to a 2-year high – Boye
• Treasury yields are approaching year highs across the curve – Boye