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OCR

Tough PMIs worldwide

Sleepy trading focuses on weak factory data, but awaits policy decisions from the ECB, Chinese officials, and the RBA

Mortgage demand raises 2yr swap

NZ rates higher but little drive; German rates fall again, ECB expected to cut although markets not certain

What happened Monday

A review of things you need to know before you go home on Monday; FinanceNow targets car finance, terms of trade improve, economy expansion moderates, swap rates rise, cash incentives expire

GDP growth outlook being revised down

Roger J Kerr sees a sharp slowdown coming, probably with inflation. He says borrowers should fix, investors should stay short

All variables point to NZD depreciation continuing

Roger J Kerr sees the NZD at 78 USc in a few weeks as the lower dairy prices bite and the US dollar strengthens - and lower still if there is political uncertainty

Commodities centre stage locally

Markets get better-than-expected US data, as-expected poor EU data, and currencies also affected by Ukraine fallout

Eyes on ECB

Subdued bond markets see swap rates inch higher, but more action expected in coming week with five central bank reviews

What happened Friday

A review of things you need to know before you go home on Friday; TSB Bank goes all out, Roest denied, business confidence disappoints, rapid rise in Akl building consents, 70% of mortgages fixed

Excuse to sell?

NZD reacted to others yesterday but may find its own direction today with some key local data releases

More lower, flatter trending

Bond markets ignore US growth, worry about Europe and Ukraine, NZGB yields down but risks for offshore investors growing