Hawk ThorneInsights
ENPL
Back to Insights
Interpretation

Commentary

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

182 articles
Updated 6 November 2026
20 JulyFX & Rates

One Treasury book, two convictions: shorts cover up front, deepen at the long end

Hawk Thorne Research17 JulyEquities

Four earnings misses, four different reasons, and a S&P short that keeps building

Hawk Thorne Research17 JulyCommodities

A 12% crude run undoes the desk's own call that Iran risk had gone stale

Hawk Thorne Research17 JulyFX & Rates

Fading Fed cut bets can't lift the dollar past a still-crowded euro short

Hawk Thorne Research17 JulyMacro & Policy

Disinflation loses the vote to fiscal supply and a fresh WTI high

Hawk Thorne Research17 JulyPoland

A softer inflation print can't stop the zloty's slide to a 20-day low

Hawk Thorne Research16 JulyPoland

Poland hits its inflation target just as pump prices erase the win

Hawk Thorne Research15 JulyEquities

A three-year-low short book covers into a manufacturing beat, leaving IBM and Apple exposed

Hawk Thorne Research15 JulyCommodities

Crude ignores direct US strikes on Iran, and the tape says why

Hawk Thorne Research15 JulyMacro & Policy

Soft PPI and a China growth miss outvote a US strike on Iran

Hawk Thorne Research14 JulyEquities

IBM's 25% collapse confirms the miss, but the tape still calls it a one-off

Hawk Thorne Research14 JulyCommodities

Silver's 3.41% jump outpaces oil, handing Iran's risk premium to metals

Hawk Thorne Research
Commentary — Page 10 of | Hawk Thorne Insights