More insights
02
Markets
March 14, 2026
Fixed Income
January 8, 2026
- Rates, growth, and inflation regimes
- Policy path and market implications
- Cross-asset transmission frameworks
Research notes published
+200
Aquaint Capital publishes sector analysis, macro commentary, and allocation frameworks for readers who take markets seriously.
Subscriber renewal rate
88%
Long-form notes that stay useful after the headline cycle moves on.
Coverage frameworks
+40
Frameworks that help readers connect macro signals to portfolio decisions.
Reader satisfaction
4.9
Average rating from readers who review our published research.
Share of published research
Macro
coverage
34%
Fixed income
coverage
26%
Equity research
coverage
28%
Education
coverage
12%
Expertise
Coverage areas that matter
Our research spans markets, macro, fixed income, equity, and investor education. Each coverage area is built for readers who allocate their own capital.
Regime awareness
Read rates, liquidity, and policy shifts with frameworks that stay useful when conditions change.
Cross-asset clarity
Connect macro, credit, and equity signals so portfolio decisions are not made in silos.
Decision-ready notes
Research written for allocators who need a clear takeaway, not a sales narrative.
Track record
How we approach markets
Research depth
Coverage breadth
Independent research for investors who allocate their own capital.
2 – Insight counts reflect published Aquaint Capital research notes and are updated as new coverage is released.
01
Source review
We start with data and primary sources, then stress-test conclusions against multiple macro scenarios before publishing.
02
Thesis design
Every piece is written to be actionable: clear thesis, supporting evidence, and explicit risks. No hot takes, no price targets.
03
Cross-check
We compare sector claims against filings, liquidity data, and competing narratives so weak assumptions get cut before they reach readers.
04
Publish
Finished notes ship with dated context, clear risk language, and links to related coverage so allocators can revisit the chain of reasoning.
what we do
Research coverage
Coverage areas designed to sharpen how you read rates, credit, equities, and cross-asset flows.
Macro
Macro frameworks covering rates, growth, inflation, and policy that shape cross-asset positioning.
/01
Fixed Income
Credit, rates, and liquidity analysis for readers tracking fixed income opportunity and risk.
/02
- Credit spreads and liquidity windows
- Duration and curve positioning
- Municipal and corporate credit context
Equity Research
Equity research on sector concentration, earnings quality, and valuation regimes in large caps.
/03
- Sector concentration and factor risk
- Earnings quality and valuation regimes
- Large-cap risk and opportunity framing
Core Values
What guides our analysis
The principles that shape how we research markets, frame risk, and write for readers who allocate their own capital.
Evidence-based
Every insight is grounded in data, primary sources, and frameworks used by institutional researchers.
Independent clarity
We turn cross-asset noise into clear narratives you can apply to portfolio decisions and research workflows.
testimonials
What readers say
“Aquaint’s notes cut through the noise. Regime context, credit conditions, and sector risk in one place, without product pitches.”
2026
“Aquaint gives me the depth I used to get from institutional research desks, without the sell-side agenda. The macro and credit frameworks alone changed how I size positions.”
2025
“Their cross-asset framing helped our team align on rates, liquidity, and equity concentration before we sized positions.”
2026
“From the first brief, the research felt structured and practical. Clear frameworks we can reuse in our own allocation process.”
2024
pricing plan
Access plans
Institutional
Desk-wide access for family offices and research groups that need broader redistribution rights.
$299
/ month
included
- Monthly research briefing
- Everything in Professional, plus Fixed Income desk notes
- Fixed Income coverage desk
- Team seats and redistribution permissions
- Dedicated support contact
Institutional
Desk-wide access for family offices and research groups that need broader redistribution rights.
$2,990
/ year
included
- Monthly research briefing
- Everything in Professional, plus Fixed Income desk notes
- Fixed Income coverage desk
- Team seats and redistribution permissions
- Dedicated support contact
Help Center
Common questions
What does Aquaint Capital publish?
Independent research and education on markets, macro, fixed income, and equities for self-directed investors. We are not a fund, advisor, or trading platform.
Is Aquaint Capital a financial advisor?
No. We publish research and education for informed investors. We do not provide personalized investment advice or manage assets.
Who is your research written for?
Self-directed investors, RIAs, family offices, and research teams who want institutional-grade analysis without sell-side bias.
What is included in a subscription?
Full access to long-form insights, macro commentary, sector analysis, and capital allocation frameworks on a regular publishing cadence.
How is Aquaint Capital different from sell-side research?
We are not tied to distribution or product placement. Coverage is written for readers who allocate capital, with clear framing of risks and trade-offs.
Can advisors share insights with clients?
Professional and Institutional subscribers may share research internally. Redistribution or public republishing requires written permission.
How can I contact support?
Email support@aquaintcapital.com or call (888) 791-3363. We respond to subscriber inquiries within one business day.
What are your support hours?
Monday through Friday, 9:00 AM to 6:00 PM Eastern Time, excluding U.S. market holidays.
Where is Aquaint Capital located?
277 Park Ave, New York, NY 10172. We serve readers globally through our digital research platform.
How do I update billing details?
Contact support with your account email and we will send a secure link to update your payment method.
Can I get an invoice for my firm?
Yes. Institutional subscribers can request monthly invoices through support@aquaintcapital.com.
Do you offer team access?
Professional and Institutional plans include shared access for research teams. Contact support to configure seats.
Rate Regime and the Fed Path Forward
Liquidity Windows in Credit Markets
