Talking About Hiking Rates

(1) Talking the talk. (2) Less slack in UK and US? (3) BOE’s Carney changes forward guidance. (4) Macroprudential policies coming to UK housing market. (5) IMF says housing overheating in UK, Australia, Canada, and France. (6) Wage inflation remains low in UK. (7) Two camps on first rate hike at Fed. (8) Kuroda says BOJ doing enough, and Abe needs to do more. (9) Bank of Canada not doing much about housing bubble. (10) Stocks up, forward earnings down in UK. (11) Forward earnings looking toppy in Japan. (12) Weak loonie boosting forward earnings in Canada.