Summary: Value of loan commitments up 3.9% in July, above expectations; 26.5% higher than July 2023; ANZ: average size of new loans at record high; ACGB yields fall; rate-cut expectations firm; value of owner-occupier loan approvals up 2.9%; value of investor approvals up 5.4%; number of owner-occupier home loan approvals up 2.3%. The number and value of home-loan approvals began to noticeably increase after the RBA reduced its cash rate...