Summary: Retail sales up 2.0% in November, greater than expected; up 2.2% on 12-month basis; ANZ: Black Friday effects affecting data; ACGB yields fall; rate-cut expectations firm; ANZ: November sales cannibalising spending in surrounding months; largest influence on result from household goods sales. Growth figures of domestic retail sales spent most of the 2010s at levels below the post-1992 average. While economic conditions had been generally favourable, wage growth and...