Summary: Australia’s GDP up 0.3% in September quarter, less than expected; up 0.8% over year; Westpac: increased government spending driving all of gain; ACGB yields fall; rate-cut expectations harden; Westpac: points to weaker underlying picture; government investment, inventories major influences in quarter. Since the “recession we had to have” as the recession of 1990/91 became known, Australia’s GDP growth has been consistently positive, with only the odd negative quarter here...