DoubleLine Portfolio Manager Jeff Mayberry and Analyst Mark Kimbrough survey the Nov. 11-15 week for stocks (0:57), with the Trump-buoyed energy and financial sectors alone of the 11 S&P 500 sectors to post gains; fixed income (2:40) mostly lower on amid rising rates; and commodities lower (4:20), with energy prices perhaps reflecting the “drill, baby, drill” mindset of the president-elect. For the week’s macro news (6:05), Mark Kimbrough dives into an in-line CPI report for the month of October, a hotter-than-expected PPI report and, in his opinion, some “quite entertaining” retail sales revisions. Jeff Mayberry notes that remarks by Jerome Powell (18:55) showing the Fed chairman in no hurry to cut rates clearly weighed on the federal funds futures market. For their Topic of the Week (20:55), Jeff and Mark answer a listener’s question about whether the steep climb in 10- and 30-year Treasury yields might signal that deficit- and debt-addicted Washington is heading for its own Liz Truss-type reckoning. In 2022, then-UK Prime Minister Truss proposed an unfunded budget. That sent gilt yields soaring and cut short Truss’s tenure at 10 Down Street. Looking to the week ahead (24:51), Jeff and Mark will be on the lookout for jobless claims on Thursday and the S&P Global purchasing managers surveys for the manufacturing and services sectors of the U.S. economy.