Morning Reads on Our Radar Screen

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

Keith McCullough – CEO

Treasury yields mark new two-year highs (via MarketWatch)

Egyptian police killed in Sinai ambush at Rafah (via BBC)

Deadline looms for creditors to object to Detroit bankruptcy (via Reuters)

Scottish Independence Case Clouded by Oil Industry Growth Drag (via Bloomberg)

PGA’s Dustin Johnson engaged to Gretzky (via ESPN)

 

Morning Reads on Our Radar Screen - earth1

 

Daryl Jones – Macro

Repo Market Decline Raises Alarm as Regulation Strains Debt (via Bloomberg)

Caroline Baum's View on Money (via Bloomberg)

 

Howard Penney – Restaurants

Restaurants ready for football preseason (via Nation’s Restaurant News)

A Record Number Of Millennials Are Living at Home, But It’s Not What It Looks Like (via PolicyMic)

 

Jonathan Casteleyn – Financials

Obama Focuses on Risk of New Bubble Undermining Broad Recovery (JC note: Trouble in the U.S. bond market is the next big trade via Bloomberg)

Last Bernanke Years Shows No Sign of Buyer’s Remorse (JC note: Bernanke needs to present a plan to unwind the Fed's balance sheet - it started at $900 BB and now is at $3.6 TT via Bloomberg)

 

Matt Hedrick - Macro

Nestle’s Sales Slowdown Seen Leading to Fewer Brands (via Bloomberg)

 

Tom Tobin – Healthcare

Reform Update: GOP-led states raise security concerns over insurance exchanges (via ModernHealthcare.com)