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Commentary

The desk's read on the day: short-form, interpretation first, across every desk.

152 articles
Updated 15 October 2026
15 OctoberFX & Rates

NewLeveraged funds rebuild 2-year Treasury short to 98th percentile

Hawk Thorne Research15 OctoberPoland

NewBanks shrug off a Polish inflation print that breached the ceiling

Hawk Thorne Research15 OctoberMacro & Policy

NewHot producer prices firm the Fed path as credit spreads hold near highs

Hawk Thorne Research13 OctoberMacro & Policy

Spread stress accelerates while Washington's rate path holds firm

Hawk Thorne Research13 OctoberPoland

Warsaw banks rally as Fitch flags a wider Polish deficit

Hawk Thorne Research12 OctoberCommodities

OPEC's gutted demand call lands on WTI's most crowded long

Hawk Thorne Research12 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 Research
Commentary | Hawk Thorne Insights