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Interpretation

Commentary

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

152 articles
Updated 15 October 2026
31 AugustMacro & Policy

Dealers run short gamma into payrolls as the VIX prices none of the risk

Hawk Thorne Research24 AugustEquities

A record Nasdaq futures short unwinds just as the Composite slides

Hawk Thorne Research24 AugustMacro & Policy

A Treasury supply glut, not corporate credit, explains this week's stress score

Hawk Thorne Research21 AugustFX & Rates

A record-crowded euro short keeps growing as the Fed's path firms, not eases

Hawk Thorne Research20 AugustPoland

A weaker dollar, not just NBP cut bets, is now doing the work in Warsaw's rally

Hawk Thorne Research20 AugustPoland

Warsaw's banks price NBP cuts a hotter CPI path may not allow

Hawk Thorne Research19 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

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