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Interpretation

Commentary

The desk's read on the day: short-form, interpretation first, across every desk.

182 articles
Updated 6 November 2026
6 NovemberCommodities

Gold and Brent crude start moving in opposite directions, by a wider margin

Hawk Thorne Research6 NovemberMacro & Policy

Credit stress near a 97th-percentile extreme outlasts a payrolls-driven bounce

Hawk Thorne Research5 NovemberFX & Rates

Fed tightening premium thins as leveraged 2-year short keeps growing

Hawk Thorne Research5 NovemberMacro & Policy

S&P 500 drops 2.35% as the credit-stress reading the desk flagged holds

Hawk Thorne Research5 NovemberPoland

PKO BP's earnings beat lifts a sector where Pekao still trades cheaper

Hawk Thorne Research4 NovemberEquities

Three-year high in Nasdaq futures longs collides with a falling Composite

Hawk Thorne Research4 NovemberPoland

WIG hits a turnover record while WIG20 and KGHM slip on copper

Hawk Thorne Research3 NovemberMacro & Policy

High-yield spreads widen past October's extreme, S&P 500 still stuck below it

Hawk Thorne Research3 NovemberPoland

Złoty hits a fresh high, bank stocks fall before NBP votes

Hawk Thorne Research2 NovemberCommodities

Crude's crowded long meets a 6.59% session drop it didn't see coming

Hawk Thorne Research2 NovemberMacro & Policy

Equity rebound leaves the credit stress signal untouched

Hawk Thorne Research30 OctoberPoland

Bank stocks and the złoty disagree on what the RPP does next

Hawk Thorne Research
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