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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
7 AugustCommodities

A payrolls miss is driving gold higher, but the spec long is shrinking

Hawk Thorne Research6 AugustFX & Rates

Leveraged funds trim their 2-year Treasury short as the Fed path firms

Hawk Thorne Research3 AugustCommodities

WTI's crude short has nowhere left to run; Brent's long still does

Hawk Thorne Research3 AugustPoland

A nineteen-year high in WIG20 tells Warsaw's banks nothing new

Hawk Thorne Research1 AugustEquities

Small-cap futures keep adding shorts while large caps unwind theirs

Hawk Thorne Research1 AugustPoland

Warsaw's banks shrug off a CPI rebound that argues against further NBP cuts

Hawk Thorne Research30 JulyFX & Rates

A dollar slide, not BoE hawkishness, is doing the work in sterling's rally

Hawk Thorne Research30 JulyMacro & Policy

Auction supply, not the Fed, is what's keeping the 2-year yield this stretched

Hawk Thorne Research29 JulyPoland

Poland's labour gauge flashes a warning Warsaw bank stocks aren't pricing

Hawk Thorne Research28 JulyPoland

Warsaw banks rally into a CPI print that could reopen the case for cuts

Hawk Thorne Research28 JulyMacro & Policy

Iran's war premium drains out of crude while the 2-year yield stays put

Hawk Thorne Research27 JulyCommodities

The WTI mismatch view breaks on its own test, and Brent's longs keep building into the drop

Hawk Thorne Research
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