The AUD is down all morning following still soft consumer sentiment:

The bond boom is back with the three year already nearing breakout:

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That’s given XJO a lift:

Dalian is soft:

Big miners are still strong though FMG is off:
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Big Gas still hasn’t figured out Labor is coming:

Big Gold is up:

And Big Banks on the yield trade:
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Big Realty is sill hanging on tough while the deeply suspicious DHG action retraces:

RBA cuts cometh.
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