Monday's News Links

[Bloomberg] Bonds Bloodied as Trump Spending Plans Spur Dollar, Copper Gains

[Reuters] Dollar soars as U.S. yields spike; shares divided

[Dow Jones] 10-year Treasury Yield Reaches Its Highest Level In A Year

[Bloomberg] Emerging-Market Losses Deepen as Dollar Gains; ETF Outflows Rise

[SCMP] Chinese yuan tumbles to a seven-year low as dollar surges

[Bloomberg] Dollar Rises to Nine-Month High as Trump Seen Spurring Inflation

[Bloomberg] Bond Vigilantes to Trump: Be Careful, It Could Get Painful

[CNBC] China fires its first warning shot, warning iPhone sales will suffer if Trump starts a trade war

[Bloomberg] Chinese Bonds Headed for Longest Run of Losses in Three Years

[Bloomberg] China Home Sales Value Rose 38% in October From Year Earlier

[Dow Jones] China Housing Sales Rise 42.6% in Jan-Oct

[Bloomberg] China’s Economy Holds Ground as Housing Curbs Start to Bite

[Reuters] As BOJ wanes, Japan sees fiscal stimulus as likely next step

[Bloomberg] China Pumps the Brakes on U.S. Dealmaking After Trump Win

[WSJ] The Mortgage Market Is Changing Fast

[WSJ] Era of Low Interest Rates Hammers Millions of Pensions Around World

[FT] Moody’s warns on global sovereign credit outlook

Sunday Evening Links

[Bloomberg] Asian Futures Outside Japan Tip Stock Losses; Mexican Peso Jumps

[Reuters] Oil prices extend declines on oversupply worries

[Bloomberg] Exports Drive Japan’s Economy to Unexpectedly Strong Growth

[Bloomberg] It’s Not Just Deutsche Bank; German Banking Gloom in Four Charts

[Reuters] 'Trump Thump' whacks bond market for $1 trillion loss

[Bloomberg] Brexit Threatens to Ignite European Skirmishes Over EU Budget

[FT] $200bn drained from equity funds since start of 2016

Sunday's News Links

[Bloomberg] Emerging-Market Rout Extends to Gulf Stocks on Trump Policy Risk

[Bloomberg] Iran Pumps More Oil as Saudi Minister Calls for OPEC Output Cuts

[Reuters] Investors dodge China's whack-a-mole outflow curbs

[Reuters] Prosecutors to question South Korean president over political scandal

[FT] Investor repositioning under Trump — the big questions