Summary: Australia’s GDP up 0.2% in June quarter, in line with expectations; up 1.0% over year; Westpac: largest quarterly decline in consumer spending since GFC excluding COVID period; ACGB yields fall moderately; rate-cut expectations firm, February rate cut again priced in ; ANZ: weakness in private sector more than offset by strength in public sector; government spending, inventories major influences in quarter. Since the “recession we had to have” as...