Back to InsightsUpdated 15 October 2026
5 JulyMacro & PolicyThe supply tsunami is here, but the bond market isn't punishing it, and that's the real signal
Hawk Thorne Research4 JulyFX & RatesTokyo escalates from warning to targeting speculators, and the yen short still hasn't blinked
Hawk Thorne Research4 JulyMacro & PolicyThe Fed cannot cut on a jobless rate that fell because workers gave up looking
Hawk Thorne Research3 JulyCommoditiesCiti's $60 call lands on a market where positioning has already stopped fighting the glut
Hawk Thorne Research3 JulyMacro & PolicyThe regime downgrade the desk was waiting for just landed, and it argues for less conviction, not more
Hawk Thorne Research3 JulyEquitiesThe weak payrolls print the desk flagged as a falsifier has landed, and the S&P 500 shrugged it off entirely
Hawk Thorne Research3 JulyFX & RatesThe crowded euro short just met its falsifier, and the Treasury short-covering trade agrees with the squeeze
Hawk Thorne Research2 JulyEquitiesAuto earnings are splitting into winners and losers, and the index still can't tell the difference
Hawk Thorne Research2 JulyFX & RatesThe payroll miss the desk's falsifier demanded just landed, and the crowded euro short is now the trade to watch unwind
Hawk Thorne Research2 JulyMacro & PolicyA 57,000 payroll miss just handed the supply-tsunami thesis its first real test, and it's failing on cue
Hawk Thorne Research2 JulyCommoditiesCrude's stock draw to an eight-year low no longer moves the price, and that is the tell
Hawk Thorne Research2 JulyFX & RatesTokyo's intervention warning finds the yen short crowded and unhedged into payrolls
Hawk Thorne Research Commentary — Page 12 of | Hawk Thorne Insights