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3 JulyMacro & PolicyThe regime downgrade the desk was waiting for just landed, and it argues for less conviction, not moreHawk Thorne Research 3 JulyFX & RatesThe crowded euro short just met its falsifier, and the Treasury short-covering trade agrees with the squeezeHawk Thorne Research 2 JulyFX & RatesThe payroll miss the desk's falsifier demanded just landed, and the crowded euro short is now the trade to watch unwindHawk Thorne Research 2 JulyFX & RatesThe euro short is now the most crowded trade on the board, and Friday's jobs data is the only thing that can unwind itHawk Thorne Research 2 JulyMacro & PolicyThe liquidity story just flipped, and risk assets haven't noticed yetHawk Thorne Research 1 JulyFX & RatesEuro shorts build even as the front end of the Treasury curve stops betting on higher yieldsHawk Thorne Research 1 JulyMacro & PolicyLiquidity is papering over a manufacturing slowdown that spans two continentsHawk Thorne Research