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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 SeptemberEquities

Speculators rebuild a Nasdaq futures short a rising Composite keeps punishing

Hawk Thorne Research30 SeptemberFX & Rates

Leveraged funds trim a 2-year Treasury short that still survived its auction test

Hawk Thorne Research30 SeptemberPoland

Warsaw banks keep pricing cuts a 4.0% CPI print just made harder

Hawk Thorne Research29 SeptemberCommodities

WTI's net long climbs even as both sides of the book retreat

Hawk Thorne Research29 SeptemberPoland

EUR/USD hits a 20-day low, but the złoty barely notices it

Hawk Thorne Research29 SeptemberMacro & Policy

Rates market bets on a firmer Fed path as job openings sink

Hawk Thorne Research23 SeptemberMacro & Policy

A near-flat Treasury curve is pricing hikes just as Barr backs one more

Hawk Thorne Research23 SeptemberPoland

Why the złoty's slide against the euro is really a dollar story

Hawk Thorne Research22 SeptemberEquities

Two straight weeks of Nasdaq futures covering leave a 91st-percentile short still stranded

Hawk Thorne Research22 SeptemberFX & Rates

The 2-year Treasury short keeps growing straight into a 100th-percentile yield

Hawk Thorne Research21 SeptemberCommodities

A three-year-high crude long now sits under a diplomacy-driven selloff it never saw coming

Hawk Thorne Research21 SeptemberPoland

A record term spread over WIBOR undercuts Warsaw banks' rate-cut wager

Hawk Thorne Research
Commentary — Page 5 of | Hawk Thorne Insights