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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 December 4th 2014



“Just 20 minutes into the press conference, Draghi has deflated the market,” said Stephen Pope, managing partner at Spotlight Ideas, in a note.

Rumors that the ECB might be preparing a broad-based stimulus package for its January meeting, began floating late Thursday, which began to push U.S. stocks modestly higher.

Ahead of Thursday’s meeting, there was speculation Draghi would announce the launch of sovereign-bond purchases, or at least indicate it would consider introducing such action early in 2015. In recent weeks, a string of weak economic data has turned up the pressure on ECB policy makers to act to bolster inflation and encourage growth in the eurozone.

 “What does it take for this bank to act with a sense of urgency[?],” asked Pope. “No wonder the eurozone will stay in decline during 2015, as neither politicians or central bankers are prepared to commence or carry on with the next round of heavy lifting.”

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