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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,
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...

Le Temps features Stephen Pope and Spotlight Ideas

Wednesday January 7th 2015




Selon Stephen Pope, de Spot­light Ideas, la tâche de Mario Draghi s’avère difficile car il devra encore convaincre ceux qui estiment que «le rachat de dettes souveraines est un moyen détourné pour financer les Etats» et s’inquiètent du fait que la BCE puisse acheter de la dette de pays ayant refusé les réformes économiques. «Je pense que la BCE s’orientera vers des mesures limitant le risque de crédit, en achetant par exemple uniquement les obligations de qualité supérieure», ajoute Stephen Pope, cité par l’agence AWP.

According to Stephen Pope, Spotlight Ideas , the task of Mario Draghi is difficult because he will have to convince those who believe that " the purchase of sovereign debt is a backdoor way to fund states" and are concerned that the ECB can buy the debt of countries that refused economic reforms. "I think the ECB will move towards measures to limit credit risk by buying eg only grade bonds ," said Stephen Pope , quoted by the agency AWP .

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