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Topic
Europe
All Hawk Thorne coverage tagged “Europe” newest first.
8 articles
17 July
Macro & Policy
Disinflation loses the vote to fiscal supply and a fresh WTI high
Hawk Thorne Research
3 July
Macro & Policy
The regime downgrade the desk was waiting for just landed, and it argues for less conviction, not more
Hawk Thorne Research
3 July
FX & Rates
The crowded euro short just met its falsifier, and the Treasury short-covering trade agrees with the squeeze
Hawk Thorne Research
2 July
FX & Rates
The payroll miss the desk's falsifier demanded just landed, and the crowded euro short is now the trade to watch unwind
Hawk Thorne Research
2 July
Macro & Policy
The liquidity story just flipped, and risk assets haven't noticed yet
Hawk Thorne Research
2 July
FX & Rates
The euro short is now the most crowded trade on the board, and Friday's jobs data is the only thing that can unwind it
Hawk Thorne Research
1 July
FX & Rates
Euro shorts build even as the front end of the Treasury curve stops betting on higher yields
Hawk Thorne Research
1 July
Macro & Policy
Liquidity is papering over a manufacturing slowdown that spans two continents
Hawk Thorne Research
Europe · Hawk Thorne
