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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...


Daily Telegraph Features Stephen Pope & Spotlight Ideas

Thursday December 6th 2012

http://www.telegraph.co.uk/finance/financialcrisis/9728336/ECB-mulls-negative-rates-as-Europes-economic-crisis-deepens.html

Mr Draghi struggled to explain why the ECB held its main interest rate at 0.75pc, even though it expects economic contraction of 0.3pc next year, with inflation falling below its 2pc target. He said there had been a "wide discussion", a code term implying that several members pushed for a cut.

"It’s a dereliction of duty. If the outlook is so bad, get ahead of the situation and cut now," said Stephen Pope from the consultants Spotlight.

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