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    MARKET EDGES

    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

Keith McCullough (CEO):

Philippines Mulls Adjusting Deposit Facility as Peso Climbs (via Bloomberg)

Ebbing Inflation Means More Easy Money (via Bloomberg)

Howard Penney (Restaurants):

Mind your franchisees, Mayor McCheese (via Crain's Chicago Business)

Jay Van Sciver (Industrials):

Eaton First Quarter Operating Earnings Per Share of $0.84 Exceed Midpoint of Guidance by 12 Percent (via Eaton)

Rob Campagnino (Consumer Staples):

Analysts await details of financing for ADM's GrainCorp bid (via The Australian)

Brian McGough (Retail):

Under Armour Drops Low Cost Fleece Sources In Favor of Costlier But Prompt, Reliable Delivery (via Sourcing Journal Online)

Kevin Kaiser (Energy):

What If We Never Run Out of Oil? (via The Atlantic)

Josh Steiner (Financials):

Influential economist says Wall Street is full of 'crooks' (via NY Post)

The CFPB issues Civil Penalty Fund rule (via CFPB)

JPMorgan promotes Zames in shake-up (via FT)

Todd Jordan (GLL):


Sands Casino Says Auditor Quits Account (via WSJ)

Tom Tobin (Healthcare):

CMS ISSUES PROPOSED INPATIENT PAYMENT REGULATION (via CMS)