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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
12 OctoberMacro & Policy

Treasury yields sit at a yearly extreme while the Fed's credit flag stays muted

Hawk Thorne Research12 OctoberPoland

Polish retail prices firm just as Warsaw's rally skips the banks

Hawk Thorne Research9 OctoberEquities

Apple's supply chain sours just as Nasdaq futures shorts retreat

Hawk Thorne Research9 OctoberPoland

Bank-specific filings explain Warsaw's selloff, not the złoty

Hawk Thorne Research8 OctoberFX & Rates

A record 2-year short covers hard, yet the yield won't budge

Hawk Thorne Research8 OctoberPoland

Dollar strength, not Poland risk, drives złoty's dual slide

Hawk Thorne Research8 OctoberPoland

Warsaw bank stocks erase a rally the złoty never confirmed

Hawk Thorne Research7 OctoberCommodities

Shorts covering, not bulls buying, lift WTI's net long again

Hawk Thorne Research7 OctoberPoland

Warsaw's bank index rises as RPP decides on 3.75% reference rate

Hawk Thorne Research6 OctoberPoland

Polish growth hits 3.8%, Warsaw's bank stocks don't seem to care

Hawk Thorne Research2 OctoberFX & Rates

A firmer Fed path sits against a 2-year yield that just fell 10 basis points

Hawk Thorne Research2 OctoberPoland

Warsaw banks fall twice as fast as the market eight days before RPP

Hawk Thorne Research
Commentary — Page 4 of | Hawk Thorne Insights