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Stephen Pope is the founder and Managing
Partner of spotlightideas.

He has worked in the international capital...



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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...


MarketWatch features Stephen Pope and Spotlight Ideas

Thursday August 7th 2014

 http://blogs.marketwatch.com/thetell/2014/08/07/european-central-bank-live-blog-rates-on-hold-pressure-on-mario-draghi-mounts/

by William Watts

No surprises from the ECB Governing Council as it opts to hold its key lending rate, known as the refi rate, at 0.15% and maintains its deposit rate at minus 0.10%.

Stephen Pope, managing partner of London-based Spotlight Ideas says the decision implies that with the backdrop of dreadful European data, the standoff between the European Union and Russia over Ukraine and Portugal’s bank troubles, “the press conference becomes ever more critical in terms of delivering clarity.

 “The market is pricing in lower inflation and so President Draghi will be under pressure like never before,” Pope said, in a note.

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