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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)