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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 SeptemberPoland

Warsaw banks keep pricing cuts a silent central bank refuses to confirm

Hawk Thorne Research9 SeptemberMacro & Policy

Options traders bet on a quiet week the Treasury market already ruled out

Hawk Thorne Research8 SeptemberCommodities

WTI has almost no short left to cover just as Brent's premium keeps building

Hawk Thorne Research8 SeptemberMacro & Policy

A 99th-percentile Treasury yield has yet to show up in credit spreads

Hawk Thorne Research7 SeptemberMacro & Policy

Three Treasury auctions this week face a 10-year yield already at a 99th percentile

Hawk Thorne Research7 SeptemberPoland

One wire's hike call puts Warsaw's bank rally on a two-day clock

Hawk Thorne Research4 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 Research
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