RBA delivered first rate cut of cycle with 25bp reduction to 4.10%, confirming dovish pivot. Markets rallied on rate cut delivery with financials and cyclicals rotating. AUD/USD dipped to 0.6850 on higher real rates versus global peers.

BXB rallied on rate cut tailwinds and improved industrial cycle visibility. Supply chain logistics demand accelerates post-holiday season. At $17.20, the supply chain services play offers defensive growth characteristics.

IAG climbed on rate cut support for investment returns and mortgage stress relief. General insurance pricing remains disciplined. At $9.80, the insurer benefits from rate cut tailwinds.

WDS rebounded on energy demand strength and LNG pricing recovery. Rate cuts support valuation with robust dividend yield. At $24.50, the energy company offers yield with commodity leverage.

January property market awakens with strong new year listing surge and renewed buyer activity. Rate cut delivery accelerates property investor purchasing with improved borrowing costs.

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