• It's Coming...

    MARKET EDGES

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

Takeaway: A quick look at some stories on our radar screen.

Keith McCullough – CEO

A Plea for Caution From Russia (KM note: It’s time for Obama to shut Putin up with currencies of mass appreciation aka #StrongDollar > via New York Times)

Jobless claims drop below 300,000 (via Marketwatch)

Li Says China Rebound Not Yet on Solid Foundation (via Bloomberg)

China Statistics Chief Says No Tolerance for Fake Data (via Bloomberg)

Colombia arrests woman 'with cocaine' in pregnancy bump (via BBC)

Morning Reads on Our Radar Screen - poo9

Todd Jordan – Hotels & Gaming

Hilton Worldwide Files for $1.25B I.P.O. (via DealB%k)

Howard Penney – Restaurants

Review: Mighty Wings from McDonald’s (via GrubGrade)

Dunkin' Donuts to Enter UK Market (via WSJ)

Inheriting the Family Apron (via New York Times)

 

Josh Steiner – Financials

U.S. Bank mortgage chief sees tough conditions ahead for industry (via StarTribune)

Umpqua Agrees to Buy Sterling Financial for $2 Billion (via Bloomberg)

Jonathan Casteleyn – Financials

Blackstone’s Hilton Files for $1.25 Billion IPO in U.S. (via Bloomberg)

Kevin Kaiser – Energy

The Best 9/11 Survival Story You've Probably Never Read (via Esquire)