Aurora Macro Strategies - Monetary Policy

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

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

Right From the Blog

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Aurora’s Monetary Policy team provides strategic guidance on the evolving landscape of central banking, inflation dynamics, and liquidity conditions that underpin global markets. In an era marked by divergent rate cycles, balance sheet recalibrations, and heightened inflation volatility, understanding the direction and intent of monetary authorities has never been more critical.

We offer clients rigorous analysis of central bank behavior, including interest rate path scenarios, policy frameworks, and institutional decision-making across both advanced and emerging economies. Our insights help decode monetary signals and translate them into actionable insights for asset allocation, business planning, and risk management.

What We Provide

  • Forecasts and scenario analysis of central bank policy across major DM and EM central banks.
  • Structured horizon outlooks on inflation, policy rates, and balance sheet trajectories.
  • Timely alerts and commentary on rate decisions, minutes, and market-moving developments.
  • Direct access to Aurora's macroeconomists for personalized consultations and leadership briefings.
  • Access to Aurora's frequent macro and monetary policy research, including rapid-reaction updates and event calls.

Contact the Aurora team for more information.

 

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Dimitris Valatsas

Managing Partner

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

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Stan Veuger

Senior Advisor

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

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Tobias Harris

Senior Advisor, Japan

Tobias Harris is a world-recognized expert on Japanese politics, policy, and macroeconomics. He leads Aurora's Japan coverage.

Explore our Past Publications

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FOMC Update: Risky Business

March 19, 2025

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ECB Update: Get On With It

January 30, 2025