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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
30 OctoberMacro & Policy

Equities crack as the credit-spread extreme finally meets the index

Hawk Thorne Research30 OctoberPoland

Poland's October CPI lands right where the NBP didn't expect it

Hawk Thorne Research29 OctoberCommodities

Brent and WTI split further as a crowded long keeps building

Hawk Thorne Research29 OctoberPoland

Pekao's profit drop tests the bank-sector rally WIG-BANKI just booked

Hawk Thorne Research28 OctoberFX & Rates

Treasury short clears its yield test on data that predates it

Hawk Thorne Research28 OctoberPoland

One record quarter at mBank leaves peers' valuation gap exposed

Hawk Thorne Research28 OctoberPoland

mBank's record quarter lifts bank stocks, tax question still open

Hawk Thorne Research27 OctoberPoland

Zloty hits a near three-year low against the euro on policy friction

Hawk Thorne Research27 OctoberMacro & Policy

Credit spreads strike a 98th-percentile extreme the S&P 500 isn't pricing

Hawk Thorne Research26 OctoberEquities

Nasdaq futures traders cut both sides of the book, not just shorts

Hawk Thorne Research26 OctoberPoland

Warsaw bank stocks extend their slide ahead of a rate verdict

Hawk Thorne Research23 OctoberFX & Rates

A record 2-year Treasury short meets a 10-year yield below 5%

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Commentary — Page 2 of | Hawk Thorne Insights