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.
United States
Federal Reserve policy, fiscal trajectory, and the politics that move US markets.
Overview
Aurora's US coverage helps institutional investors and corporate leaders interpret Federal Reserve policy, the fiscal outlook, and the political economy of the world's largest market. We translate Washington and Wall Street into actionable views on rates, growth, and risk.
Coverage themes
Monetary policy
Real-time interpretation of FOMC decisions, dot plots, and the rate path.
Fiscal & debt sustainability
Treasury issuance dynamics, deficits, debt-ceiling risk, and the politics of US fiscal policy.
Elections & policy
Election cycles, regulatory shifts, and second-order effects on sectors and markets.
Experts on United States
Stan Veuger
Senior Advisor — Macroeconomics, Fiscal & Monetary Policy
Senior fellow in economic policy studies at the American Enterprise Institute. Editor of AEI Economic Perspectives.
What we publish on United States
- Quarterly US macro & rates outlook
- FOMC decision-day notes within 90 minutes of the statement
- Fiscal & debt-ceiling scenario tracker
- Election cycle and policy briefings
Aurora's United States coverage is delivered to a small group of institutional clients. Request the briefing or speak with the specialist directly.