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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
9 JulyEquities

S&P 500 shrugs off Iran rhetoric and an earnings miss cluster

Hawk Thorne Research9 JulyCommodities

Silver's outsized jump against gold points to a squeeze, not a safe-haven bid

Hawk Thorne Research9 JulyFX & Rates

Crowded dollar shorts leave EUR/USD and USD/JPY primed to snap back

Hawk Thorne Research9 JulyMacro & Policy

Gold's rebound puts the Fed's hawkish minutes read back in question

Hawk Thorne Research9 JulyCommodities

WTI's slide to 72.49 shows the market fading Trump's war premium

Hawk Thorne Research9 JulyEquities

S&P 500 futures shrug off Trump's Iran ceasefire reversal

Hawk Thorne Research9 JulyFX & Rates

Hawkish Fed minutes can't lift the Dollar Index off 100.90

Hawk Thorne Research8 JulyEquities

Nvidia's $1 trillion cap loss tests the AI-reassertion case

Hawk Thorne Research8 JulyCommodities

Trump's Iran ceasefire remark jolts WTI, but positioning hasn't turned

Hawk Thorne Research8 JulyFX & Rates

A hawkish cluster is building, but the Dollar Index hasn't noticed

Hawk Thorne Research8 JulyPoland

Polish bonds rally on oil, then give it back on Iran risk

Hawk Thorne Research8 JulyFX & Rates

RBNZ delivers the hike it flagged, but the Aussie long is the one fraying

Hawk Thorne Research
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