Dimitris Valatsas, CFA
Co-founder & Chief Economist
Biography
Dimitris Valatsas, CFA, is Co-Founder and Chief Economist of Aurora Macro Strategies, where he leads the firm's Global Macro practice. For more than a decade, he has advised hedge funds, asset managers and family offices on macroeconomic and market developments across the United States, Europe and Japan. His work connects economic policy, growth, inflation and structural change with their implications for rates, currencies and cross-asset positioning, with particular expertise in Federal Reserve and European Central Bank policy. He also leads Aurora's research on the macroeconomics of artificial intelligence, examining how it is reshaping productivity, growth and interest rates. His analysis has appeared in The Wall Street Journal, Financial Times and Bloomberg. He has lectured at Northwestern's Kellogg School of Management and holds an AB in Economics from Harvard University and an MSt in Modern Languages from the University of Oxford.
Expertise
- US macro
- European macro
- Monetary policy
- Markets
Coverage
In the media
MarketWatch · Apr 2026
The market, the Fed and the economy are ignoring war risks, says this strategist ↗WSJ · Jan 2026
Bond-Market Backlash Triggers Reality Check for Japan Leader Ahead of Election ↗FT · Nov 2025
Parsing Fed rate-setters' views ahead of the December meeting ↗S2G · Oct 2025
The Price of Money, AI, and Entropy with Dimitris Valatsas ↗
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