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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
19 AugustEquities

Nasdaq futures deepen a record short while the Composite stays well short of the test

Hawk Thorne Research18 AugustFX & Rates

Leveraged funds' euro short hits a three-year extreme as the dollar keeps sliding

Hawk Thorne Research17 AugustCommodities

The gap between gold's price and its crowd just closed, in the bulls' favor

Hawk Thorne Research14 AugustPoland

Two stocks, not the banking sector, explain Warsaw's worst session

Hawk Thorne Research12 AugustPoland

Warsaw banks retreat before the NBP projection meant to justify the rally

Hawk Thorne Research10 AugustEquities

Nasdaq futures build a three-year-record short as the index sits near highs

Hawk Thorne Research7 AugustCommodities

A payrolls miss is driving gold higher, but the spec long is shrinking

Hawk Thorne Research6 AugustFX & Rates

Leveraged funds trim their 2-year Treasury short as the Fed path firms

Hawk Thorne Research3 AugustCommodities

WTI's crude short has nowhere left to run; Brent's long still does

Hawk Thorne Research3 AugustPoland

A nineteen-year high in WIG20 tells Warsaw's banks nothing new

Hawk Thorne Research1 AugustEquities

Small-cap futures keep adding shorts while large caps unwind theirs

Hawk Thorne Research1 AugustPoland

Warsaw's banks shrug off a CPI rebound that argues against further NBP cuts

Hawk Thorne Research