China · Hawk Thorne

Back to Front Page

15 JulyMacro & Policy

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

Hawk Thorne Research 13 JulyEquities

TSMC's record quarter tests whether AI demand is broadening, not narrowing

Hawk Thorne Research 5 JulyEquities

AI capex names are trying to reassert themselves over the consumer-caution trade, but the Nasdaq isn't buying it yet

Hawk Thorne Research 3 JulyMacro & Policy

The regime downgrade the desk was waiting for just landed, and it argues for less conviction, not more

Hawk Thorne Research 2 JulyEquities

The consumer-weakness thesis from 1 July just got a second earnings season's worth of confirmation, and Wall Street still isn't pricing it

Hawk Thorne Research 1 JulyEquities

Consumer demand is cooling faster than corporate cost cuts can offset it

Hawk Thorne Research

China · Hawk Thorne