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...

Market Weekly & Outlook

Monday October 15th 2012

images/uploads/SPL Market Weekly 15-10-12.pdf

 

• The impact of the Fed’s QE3 + “Operation Twist” increases the attraction of longer maturities.               
  
• S&P downgrades Spanish debt to BBB- from BBB+; leaves Spain one notch above "junk" status.
  
• Spanish domestic debt is underpinned by an increasing fragile domestic sector.                                                                     
• Equity markets are gripped by Q3 earnings...good economic data has an impact that is short-lived.

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