ledger

A Macro Pilgrim's Ledger | July 5, 2026

A soft jobs report sparked a rotation from tech into banks and industrials, sending the Dow to record highs while gold rebounded and oil slid to its…

Jul 5 • Santiago Capital

Macro Pilgrim's Ledger | June 28, 2026

How the Fed's inflation data, an AI selloff, and a fading war premium combined to reshape markets in one bruising week

Jun 28 • Santiago Capital

Macro Pilgrim's Ledger | June 21, 2026

Markets massaged the impact of the signing of a Middle East MOU & Warsh's first comments as Fed Chair.

Jun 21 • Santiago Capital

Macro Pilgrim's Ledger | June 14, 2026

Markets whipsaw as inflation hits three-year high while Iran ceasefire hopes rescue stocks from midweek war scare selloff

Jun 14 • Santiago Capital

Macro Pilgrim's Ledger | June 7, 2026

Walking the path of global markets, one step at a time

Jun 7 • Santiago Capital

Macro Pilgrim's Ledger | May 31, 2026

U.S. stocks hit ninth straight weekly record as oil crashes from Iran war scare while new Fed chair battles three-year inflation high

May 31 • Santiago Capital

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts