HomeWho are weWhat we doServicesContact us

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...


Wall Street Journal features Stephen Pope & Spotlight Ideas

Thursday June 20th 2013

http://online.wsj.com/article/BT-CO-20130620-703021.html


"...The French auction followed the U.S. Federal Reserve Chairman Ben Bernanke's speech Wednesday that gave more insight into the possible timing for scaling down the U.S. monthly $85 billion asset purchasing program. His announcement in May that the Fed may soon start tapering the program has been the most important mover in government bond markets in recent weeks.

Economists said Mr. Bernanke's wording was clearer than before as he suggested the Fed is likely to gradually scale down purchases later this year, possibly from September, and phase them out completely by mid-2014.

"Even if the acquisition is slowed... it does not imply that the market will suddenly find that the Fed has switched from being an asset buyer into an asset seller," said Stephen Pope, managing partner at Spotlight Ideas, a U.K.-based research company.

"There will be no deluge of paper onto the secondary market," Mr. Pope said, adding that it would be better for investors to give Mr. Bernanke more credit than they currently appear to.  ..."

Latest Articles

Latest Research | List all

For Fx Explained | 11-12-17
...Read more
For Fx Explained | 22-11-17
...Read more
For Fx Explained | 06-11-17
...Read more

Broadcast Media | List all

Naked Short Club | 13-11-17
...Read more
Stephen Pope at University of Warwick | 30-10-17
...Read more
A Discussion about Oil, Gold and Coffee | 12-10-17
...Read more

In The Press | List all

Forbes features Stephen Pope | 20-11-17
...Read more
Winston Salem Journal features Spotlight Ideas | 25-10-17
...Read more
Is now the time for the UK face a rate rise? | 24-10-17
...Read more


Articles Archive