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)