ledger

Macro Pilgrim's Ledger | May 24, 2026

Stock markets hit new highs as Kevin Warsh takes Fed helm while oil tumbles on Iran diplomacy breakthrough

May 24 • Santiago Capital

Macro Pilgrim's Ledger | May 17, 2026

Iran energy shock drives inflation surge as Kevin Warsh confirmed as Fed chair and Trump's Beijing summit yields limited results

May 17 • Santiago Capital

Macro Pilgrim's Ledger | May 10, 2026

Markets hit records despite Middle East flare-up as softer jobs data fuels rate-cut hopes and oil volatility grips geopolitical tensions

May 10 • Santiago Capital

Macro Pilgrim's Ledger | May 3, 2026

Big Tech earnings drive S&P 500 to record highs as oil tops $105 amid Strait of Hormuz standoff and Fed hawkish signals

May 3 • Santiago Capital

Macro Pilgrim's Ledger | April 26, 2026

Tech rallies and oil surges as Warsh confirmation, Strait of Hormuz tensions, and dense earnings calendar create market crosscurrents

Apr 26 • Santiago Capital

Macro Pilgrim's Ledger | April, 19 2026

Global markets hit record highs as Strait of Hormuz shipping deal triggers massive asset repricing and oil's worst week since 2020

Apr 19 • Santiago Capital

Macro Pilgrim's Ledger | April 12, 2026

US-Iran ceasefire breaks five-week market losing streak as oil crashes 13% but inflation surges on soaring gas prices

Apr 12 • Santiago Capital

Macro Pilgrim's Ledger | April 5, 2026

Global markets plunge for sixth consecutive week as Iran conflict escalates and oil surges past $111 per barrel

Apr 5 • Santiago Capital

Macro Pilgrim's Ledger | March 27, 2026

How the Strait of Hormuz crisis pushed global markets into their longest losing streak since 2022 as oil surges past $108

Mar 29 • Santiago Capital

Macro Pilgrim's Ledger | March 22, 2026

Global markets break key support levels as central banks hold rates steady and precious metals suffer worst week since 2020

Mar 22 • Santiago Capital

Macro Pilgrim's Ledger | March 15, 2026

The week that was, macro/policy, the week ahead, plus a bunch of important charts in between.

Mar 15 • Santiago Capital

Macro Pilgrim's Ledger | March 8, 2026

Oil spikes, credit spreads widen, and equities roll over. Is this just a correction…or the first tremor of a deeper macro shift unfolding?

Mar 8 • Santiago Capital

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