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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
4 SeptemberMacro & Policy

A jobs beat three times the forecast still can't wake up the VIX

Hawk Thorne Research4 SeptemberPoland

Warsaw's rate-cut bet on bank stocks now has nine days left to prove itself

Hawk Thorne Research3 SeptemberEquities

Small-cap shorts cover at a record pace even as the Russell keeps sliding

Hawk Thorne Research3 SeptemberMacro & Policy

Fed futures price a firmer path even as options market stays calm before payrolls

Hawk Thorne Research2 SeptemberFX & Rates

Euro shorts unwind just as EUR/USD gives back its high, undercutting a squeeze call

Hawk Thorne Research1 SeptemberCommodities

WTI's speculative short vanishes just as Brent's Iran premium has room to build

Hawk Thorne Research31 AugustMacro & Policy

Dealers run short gamma into payrolls as the VIX prices none of the risk

Hawk Thorne Research24 AugustEquities

A record Nasdaq futures short unwinds just as the Composite slides

Hawk Thorne Research24 AugustMacro & Policy

A Treasury supply glut, not corporate credit, explains this week's stress score

Hawk Thorne Research21 AugustFX & Rates

A record-crowded euro short keeps growing as the Fed's path firms, not eases

Hawk Thorne Research20 AugustPoland

A weaker dollar, not just NBP cut bets, is now doing the work in Warsaw's rally

Hawk Thorne Research20 AugustPoland

Warsaw's banks price NBP cuts a hotter CPI path may not allow

Hawk Thorne Research
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