Aurora Macro Strategies - United States 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

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

Right From the Blog

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Aurora provides actionable insights to help you navigate the complexities of the U.S. economy and geopolitical climate with precision.  Our experienced team delivers 360° coverage of U.S. political and economic developments, providing timely, high-impact, and forward-looking market updates to keep you informed.

Our research uncovers macroeconomic signals, policy developments, and structural trends shaping America's markets and global positioning. Through comprehensive analysis, we equip clients with the insights needed to anticipate market shifts, identify opportunities, and stay ahead of key policy changes.

What We Cover:

    • Federal policy and regulation, monetary policy, and fiscal dynamics
    • Regional economic performance and sectoral outlook
    • Implications for U.S. equity, fixed income, and FX markets
    • Domestic political risk, trade, and security developments

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Service description

  • We deliver research on macro-significant political and fiscal events shaping U.S. 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 federal, state, and sectoral dynamics, spotlighting regional divergence and sectoral disruption
  • Internationally, we track U.S. engagement in global economic governance, trade policy, and strategic competition, with a focus on market-relevant risks

Service offering

  • Regular biweekly reports and chartbooks covering NFP and CPI prints
  • 1-on-1 meetings in person or over videoconference to discuss geopolitical and macroeconomic developments
  • High-frequency e-mails on FOMC days and significant financial market developments
  • Investor trips to Washington DC/IMF meetings
  • Access to Aurora events and conference calls
  • Full access to the firm's top analysts and partners by e-mail, phone, or IM

Contact the Aurora team for more information.

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Dimitris Valatsas, CFA

Chief Economist

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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Cosimo Shahenshah

Lead Analyst

Macroeconomic and geopolitical risk specialist with a focus on developed markets

Explore our Past Publications

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U.S. Chartbook - 2Q25: Left For Dead

April 14, 2025

 

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Aurora Macro Special: Tariff Fiasco

April 8, 2025

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Ten Lessons on Trump's Trade Policy

February 4, 2025