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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 July 9th 2012

 

images/uploads/SPL Market Weekly 09-07-12.pdf


Market Weekly  July, 9th 2012
 
  • Serious doubts about US job creation.
  • June just 80,000 on NFP...USA needs 200,000
  • Unemployment stuck at 8.2%
  • In Euro Zone, periphery bonds plummet Spain > 7%, Italy > 6%
  • ECB cuts rates to historic lows...but confidence low
  • EURUSD at year low
  • France flatters to decieve
  • US banks will be under scruitiny in earnings season as "Twist" hurts margins

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