Eurasia Coverage
Trump concedes in advance; fighting continues; sanctions remain
Aurora Russia Report : Trump's Ukrainian Dealmaking - February 13
LatAm Coverage
Australis chartbook expands; Ecuador and Venezuela join Peru, Colombia, Chile, Mexico, Brazil, Argentina; 90+ charts on FX, fiscal, monetary, equities, politics; new comparative insights; shifting regional runoff dynamics are reshaping markets and presidencies
Aurora Australis: Runoff Roulette - August 29
Europe Coverage
Budget finally passes; macro poised for recovery; can AI save France?
France Report: Stay of Execution - February 11
Aurora Macro Fridays
Your weekly recap of all things macro, covering major developments in markets, policy, and politics
AMF#44 An Inflation Problem - February 7
International Trade Coverage
President Trump demurs on tariffs; ten lessons we learned this week; what investors and corporates should expect
Ten Lessons from Trump's Trade Policy - February 5
Japan Coverage
Ishiba's upcoming 7 February summit with U.S. President Trump presents his government a mix of challenges and opportunities.
Japan Report: Ishiba’s Trump Challenge - February 3
Public Debt Coverage
Everything you ever wanted to know about the PDVSA 2020s (and were afraid to ask)
Venezuela : The PDVSA 2020 Playbook - February 3
Venezuela Coverage (LatAm)
Grenell secures U.S. security deals with Maduro; oil licenses; shifting D.C. priorities; opposition electoral divisions and morale.
America First, Democracy Later - February 3
Europe Coverage
Growth disappoints; Trump tariffs and domestic politics are key risks; political paralysis means the ECB is still the only game in town
Aurora EU Chartbook: Tariffs Edition - February 3
U.S. Chartbook
Our chartbooks give you a comprehensive overview of macro and policy drivers in major economies
U.S. Chartbook: Tariffs Edition - February 1
Argentina Coverage (LatAm)
Path to a new IMF agreement; fiscal and financial outlook improve; Trump as a tailwind
Are you there IMF? It's me, Argie - January 21
Our 2024 in Review
We look at Aurora's best and worst calls of the year.
Aurora's 2024 in Review - December 31
China Coverage
Candid thoughts from Damien Ma, managing director of MacroPolo, who is heading our new China research and advisory product.
Aurora Field Notes from China - October 18
Africa Coverage
USAID cuts impact security, debt sustainability; DR Congo risks grow; evolving role for China, Turkey, GCC; Ethiopia's restructuring
Impact of USAID Cuts on African Economies - March 24
India Coverage
India powers through geopolitical turbulence; GDP growth unaffected; trade war may be a boon for liberalization
Surfing The Tariff Tsunami - May 16