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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
14 JulyMacro & Policy

A cooler CPI print outlasts a live Hormuz blockade, but bonds aren't cheering

Hawk Thorne Research14 JulyFX & Rates

Dollar shorts unwind even as short-end yields hit a 17-month high

Hawk Thorne Research14 JulyEquities

IBM's 17% drop tests whether earnings misses are broadening past one stock

Hawk Thorne Research14 JulyCommodities

A 1983-low strategic reserve collides with a WTI short that keeps growing

Hawk Thorne Research14 JulyMacro & Policy

A 3.8% CPI forecast collides with a bond market already betting against it

Hawk Thorne Research13 JulyCommodities

WTI's second escalation gain runs into a supply picture that is still net looser

Hawk Thorne Research13 JulyMacro & Policy

Oil's Iran shock meets a labor slump ahead of the CPI print

Hawk Thorne Research13 JulyEquities

TSMC's record quarter tests whether AI demand is broadening, not narrowing

Hawk Thorne Research13 JulyCommodities

WTI's 4.76% jump on Iran strike tests the desk's glut thesis

Hawk Thorne Research13 JulyFX & Rates

Yen shorts are covering into a BOJ independence scare, not a rate call

Hawk Thorne Research13 JulyMacro & Policy

Crude's five-day bounce puts a hole in the CPI disinflation story

Hawk Thorne Research10 JulyCommodities

IEA's demand downgrade explains why oil shrugs off Iran war rhetoric

Hawk Thorne Research
Commentary — Page 11 of | Hawk Thorne Insights