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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
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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...


Wall Street Journal features Stephen Pope and Spotlight Ideas

Thursday August 7th 2014

 

http://blogs.wsj.com/moneybeat/2014/08/07/ecb-interest-rates-live/

 

1:33 pm

Here We Go  by Emese Bartha

So the news conference is just starting now and is more critical than ever according to one analyst. With a backdrop of “dreadful” European data, Russia-EU standoff and the BES [Banco Espirito Santo] scenario, the news conference becomes even more critical in terms of delivering clarity, says Stephen Pope, managing partner at Spotlight Ideas, a UK-based research house. The market is pricing in lower inflation, and ECB President Mario Draghi “will be under pressure like never before,”        Mr. Pope says

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