Summary: US retail sales up 0.6% in September, considerably more than expected; annual growth rate accelerates to 3.9%; NAB: activity in the US remains strong; US Treasury yields jump; rate-cut expectations soften considerably; ANZ: strong momentum in consumption heading into Q4; higher sales in eight of thirteen categories; non-store retailer sales largest single influence on month’s result. US retail sales had been trending up since late 2015 but, commencing in...