Summary: Retail sales up 1.1% in January, less than expected; up 1.1% on 12-month basis; ANZ: retail sales up just 0.4% over past 3 months; ACGB yields fall; rate-cut expectations firm; Westpac: “choppy” data pattern reflects difficulties adjusting for seasonal pattern shift associated with Black Friday sales; largest influence on result again from household goods sales. Growth figures of domestic retail sales spent most of the 2010s at levels below...