Dimitris Valatsas, CFA
Co-founder & Chief Economist
Co-Founder and Chief Economist of Aurora Macro Strategies. He has over a decade of experience advising global asset managers and hedge funds on G-3 monetary policy and macroeconomic strategy.
Europe
ECB policy, fiscal integration, and the political economy of the European Union.
Overview
Aurora's Europe coverage interprets ECB policy, fiscal coordination, and political risk across the EU and UK. We help investors and corporates navigate the bloc's monetary, regulatory, and energy transitions.
Coverage themes
ECB & monetary policy
Rate decisions, balance-sheet policy, and divergence with the Federal Reserve.
Fiscal & debt dynamics
Sovereign spreads, Stability Pact reform, and the long arc of EU fiscal integration.
Politics & elections
European Parliament, national elections, populism, and EU enlargement.
Experts on Europe
What we publish on Europe
- Quarterly Europe macro outlook
- ECB decision notes and rate-path tracking
- Sovereign-spread and fiscal-rules monitor
- EU election and political-risk briefings
Aurora's Europe coverage is delivered to a small group of institutional clients. Request the briefing or speak with the specialist directly.