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...

MarketWatch features Stephen Pope and Spotlight Ideas

Thursday August 7th 2014


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.

Latest Articles

Latest Research | List all

Renminbi Assets Anyone? Better Start Out Slowly. | 25-01-18
...Read more
Beware Another Debt Crisis, This Time From The East | 19-01-18
...Read more
For Fx Explained | 15-01-18
...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

For Fx Explained | 26-02-18
...Read more
For Fx Explained | 12-02-18
...Read more
For Fx Explained | 05-02-18
...Read more

Articles Archive