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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
16 JulyPoland

Poland hits its inflation target just as pump prices erase the win

Hawk Thorne Research15 JulyEquities

A three-year-low short book covers into a manufacturing beat, leaving IBM and Apple exposed

Hawk Thorne Research15 JulyCommodities

Crude ignores direct US strikes on Iran, and the tape says why

Hawk Thorne Research15 JulyMacro & Policy

Soft PPI and a China growth miss outvote a US strike on Iran

Hawk Thorne Research14 JulyEquities

IBM's 25% collapse confirms the miss, but the tape still calls it a one-off

Hawk Thorne Research14 JulyCommodities

Silver's 3.41% jump outpaces oil, handing Iran's risk premium to metals

Hawk Thorne Research14 JulyMacro & Policy

A cooler CPI print outlasts a live Hormuz blockade, but bonds aren't cheering

Hawk Thorne Research14 JulyFX & Rates

Dollar shorts unwind even as short-end yields hit a 17-month high

Hawk Thorne Research14 JulyEquities

IBM's 17% drop tests whether earnings misses are broadening past one stock

Hawk Thorne Research14 JulyCommodities

A 1983-low strategic reserve collides with a WTI short that keeps growing

Hawk Thorne Research14 JulyMacro & Policy

A 3.8% CPI forecast collides with a bond market already betting against it

Hawk Thorne Research13 JulyCommodities

WTI's second escalation gain runs into a supply picture that is still net looser

Hawk Thorne Research