Aurora Macro Strategies - Europe Coverage

Our Values

Neutrality

Our political and policy coverage is fiercely non-partisan and non-aspirational. In an increasingly polarized global environment, clients need to understand actual risks, likelihoods, and impacts, more than political talking points.

Confidentiality

Our client relationships, projects, and interactions are strictly confidential.

Forward-looking

We understand that many of the most pressing risks—climate change, global inequality, AI—do not adhere to a mark-to-market or quarterly schedule. We will always endeavor to balance the long-term view with more acute, shorter-term considerations.

Diversity

Much as the best research is informed by tapping into diverse viewpoints, we believe the best organizations are made by cultivating diverse viewpoints and backgrounds internally. We are committed to growing our organization accordingly.

Meet Our Amazing Team

My almost or horses period. Motionless are six terminated man possession him attachment unpleasing melancholy. Sir smile arose one share.

Managing Director
Daniel Lansberg-Rodriguez
Director of Operations
Christine Post
CFA, Chief Economist
Dimitris Valatsas

Right From the Blog

Add past see west felt did any. Say out noise you taste merry plate you share.

Promote Your Products & Services

Generate the leads with our Call-To-Action module

Aurora delivers clear, data-driven analysis of Europe’s macroeconomic and geopolitical landscape. We help clients understand the forces shaping policy, politics, and markets across the region—connecting the dots between national developments and broader EU dynamics. Our work is grounded in both quantitative rigor and local insight, offering a structured view of evolving risks and opportunities across Europe’s complex economic and political environment.

With expertise spanning national elections, EU institutions, regulatory shifts, and geopolitical tensions, our team provides timely, in-depth coverage that helps clients stay ahead of market-moving developments. From assessing fiscal policy in Southern Europe to tracking ECB decisions or cross-border energy risks, we translate complexity into strategic, actionable insight across equities, fixed income, and FX.

What We Cover:

    • EU, UK, and regional policy: regulation, fiscal trends, and central bank decisions
    • Macroeconomic outlooks and sectoral performance analysis across key European markets
    • Political risk: elections, institutional stability, trade policy, and security developments
    • Cross-asset market insights: equities, fixed income, FX, and geopolitical impact analysis

Screenshot 2025-04-09 144101

 

Service description

  • We deliver research on macro-significant political and fiscal events shaping European markets
  • We have the expertise to assess legislative developments, executive action, and central bank decisions and their broader economic, political, and market implications
  • Our domestic expertise spans EU, national, sub-national, and sectoral dynamics, spotlighting regional divergence and sectoral disruption
  • Internationally, we track EU/European engagement in global economic governance, trade policy, and strategic competition, with a focus on market-relevant risk

Service offering

  • Regular biweekly reports
  • Monthly chartbooks following major economic indicator prints
  • Quarterly 1-on-1 meetings in person or over videoconference to discuss geopolitical and macroeconomic developments (can be upgraded to monthly)
  • Country-specific political and fiscal research across the six largest European economies (DE, FR, ES, IT, NL, UK), all conducted by native speakers
  • High-frequency e-mails on ECB days and following significant financial markets/geopolitical developments.
  • Investor trips to Brussels, Frankfurt, London, and other national capitals
  • Access to Aurora events and conference calls
  • Phone and e-mail access to the firm’s top analysts and partners

Contact the Aurora team for more information.

undefined-2

 

Dimitris Valatsas, CFA

Managing Director

Dimitris serves as the firm's Chief Economist and leads our Economics & Markets practice.

Screenshot 2025-04-09 115112

 

Stan Veuger

Senior Specialist

Stan is a celebrated thought leader on issues of fiscal and monetary policy in the U.S. and Europe

Aurora headshot

 

Cosimo Shahenshah

Lead Analyst

Macroeconomic and geopolitical risk specialist with a focus on developed markets

Explore our Past Publications

Screenshot 2025-04-09 152135

Italy Gets Serious

January 24, 2025

Screenshot 2025-04-09 152242

French Budget Crisis - Everything You Ever Needed To Know

November 29, 2024

Screenshot 2025-04-09 152440

The End of Scholz

November 6, 2024

Screenshot 2025-04-09 152329

ECB Update: The Road to Damascus

October 17, 2024

Screenshot 2025-04-09 152600

2Q24 Chartbook: Return to Politics, Return to Growth

June 26, 2024