• It's Coming...

    MARKET EDGES

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

Takeaway: A look at some stories on Hedgeye's radar screen.

Morning Reads on Our Radar Screen  - Screen Shot 2013 07 30 at 9.27.01 AM

DARYL JONES: MACRO

As the Second U.S. Housing Bubble Inflates: Rapidly Escalating Prices (via Seeking Alpha)

Former ECB Chief Economist Warns "ECB Will Soon Have to Support France with Bond Purchases" (via Mish's Global Economic Trend Analysis)

HOWARD PENNEY: RESTAURANTS

Chipotle Eating Higher Avocado Cost Shows Fed Disinflation Worry (via Bloomberg)

BRIAN McGOUGH: RETAIL

Back-to-School Retailers Shift to Dorm-Room Market (via BusinessWeek)

JONATHAN CASTELEYN: FINANCIALS

Deutsche Bank Profit Unexpectedly Falls on Legal Costs (via Bloomberg)