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Stephen Pope is the founder and Managing
Partner of spotlightideas.

He has worked in the international capital...



In addition to the articles and research notes
that appear on this site spotlightideas is
available for commission work where unique,
sole ownership analysis will be prepared...



There is no formulaic approach to
evaluating an opportunity or situation. The
concept behind macro ideas is “What if?”
Global/Regional/national situations...


Market Weekly

Monday June 11th 2012

images/uploads/SPL Market Weekly 11-06-12.pdf

As the week begins
 
Bancos para recibir ayuda   (Banks will receive aid)
 
As the week ends
 
ο λαός θα ψηφίσει και θα αποφασίσει   (The people will vote and decide)
  
- Post Aid...we need to see banks and caja being cleaned up plus consolidation.

- This alone will not  save the Spanish economy.
    - Unemployment is crippling and until the economy is fully reformed it will stayed mired in recession. 

    - The coming week will test the US markets.

    -
Look to the Michigan Consumer Sentiment and Industrial Production on Friday to rekindle the fall in yields.
 

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