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


Chinese Press features Stephen Pope and Spotlight Ideas

Thursday June 5th 2014

 http://finance.sina.com.cn/stock/usstock/c/20140605/214719327485.shtml

新浪财经讯 北京时间6月5日晚间消息,欧洲央行[微博]周四将主要再融资利率由0.25%下调至0.15%,同时将边际存款利率由0.00%降至-0.1%。德拉吉在记者会上称,将结束SMP冲销、准备实施ABS购买,引入4000亿欧元定向LTRO。以下为分析师评论。

  埃尔-埃利安(Mohamed El-Erian):欧洲央行措施颇具雄心,让人印象深刻,但问题仍是,仅凭借货币政策能否实现欧洲经济腾飞。

  Spotlight Ideas执行合伙人Stephen Pope:德拉吉和欧洲央行不能仅凭一己自力。

  “问题是,仅凭欧洲央行能否使欧元实质性走弱,我们的预期是,他必须施压欧元区政客,他们在实施结构性改革上一直拖拖拉拉。我们欢迎德拉吉敦促政界精英负起责任,严肃对待结构性改革,通过削减赤字重振国家财政。”

 

New Wave financial message Beijing time on 5 June evening news

The European Central Bank (micro-blog' Week 4 the main refinancing rate by 0.25 percent to 0.15 percent, while the marginal interest rate by 0.00 % To - 0.1 %.

Draghi said at a press conference on the SMP offset, and preparing for the implementation ABS purchase, to 400 billion euro directed LTRO.

The following analyst comments. Mr. Eric (Mohamed El - Erian): The European Central Bank measures an ambitious and impressive, but the problem still is, with only monetary policy could achieve the European economic take off.

Spotlight Ideas executive partner Stephen Pope: the European central bank cannot only rely on their own efforts.

"The problem is that the European Central Bank alone cannot be expected  to make the Euro see a substantive weakening. We expected that they must  pressure Euro Zone politicians, and their implementation of structural reforms that have been dragging.”

 

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