Augment Capital Partners
Research-driven positioning across macro, fixed income, and equities.
We publish the same research that informs our own positioning — top-down macro calls, rates and credit views, and sector-level equity work across consumer, technology, commodity, and industrial names.
Coverage
Macro
Top-down views on growth, inflation, central banks, and cross-asset positioning.
View research →Fixed Income
Rates, credit, and duration positioning across sovereign and corporate markets.
View research →Equities
Bottom-up and sector-level research across consumer, tech, commodity, and industrial names.
View research →Latest research
View allRate Cuts, Reluctantly: Reading the Fed's Q4 Signal
The committee's latest dot plot leans dovish, but sticky services inflation keeps the path narrow.
Credit Spreads Are Pricing a Soft Landing. We're Not So Sure.
Investment-grade spreads sit near cycle tights even as refinancing walls approach for lower-quality issuers.
Streaming Bundles Are Quietly Repricing Media Margins
Password-sharing crackdowns and ad-tier adoption are doing more for unit economics than headline subscriber growth.