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Takeaway: A brief look at what the Hedgeye Research Team is reading today.

Daryl Jones - Macro 

Global Oil Demand Seen Falling: 'Cocktail for Weaker Prices' (via Gulf Times)

Chinese Sovereign Fund Shifts Focus to U.S. Real Estate; How This Will Affect Home Prices (via Trefis)

Josh Steiner - Financials

Payday Lenders Evading Rules Pivot to Installment Loans (via Bloomberg)

For a Pundit's Popularity, Confidence Trumps Accuracy (via Washington State University)

Howard Penney - Restaurants

Record Unemployment, Low Inflation Underline Europe's Pain (via Reuters)

Jonathan Casteleyn - Financials

Ken Fisher: Don't Pigeonhole Your Stocks (via Forbes

Matt Hedrick - Macro

Merkel Tells Hollande Reform Is Price of Deficit Waiver (via Bloomberg)

Some Italian Banks Risk Problems, Central Bank Chief (via Reuters)