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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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concept behind macro ideas is “What if?”
Global/Regional/national situations...

Wall Street Journal features Stephen Pope and Spotlight Ideas

Thursday January 22nd 2015



Jan 22, 2015 ET BANKS

ECB Recap: This Is Finally QE

By WSJ Staff

The ECB has set a time horizon and a monthly amount for its bond purchase program, but has left some questions unanswered. Here are some, posed by Stephen Pope, managing director at Spotlight Ideas, a U.K.-based research boutique:

How will the ECB determine how much sovereign/supranational/other QE will be each month?

The €60 billion includes the current ABS and covered bond policies, so we need detail on how the new program will be implemented?

In addition, Mr. Pope says the explanation of loss sharing architecture is lacking detail, and he also wonders how will the bonds be acquired.

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