February trading shows cyclical outperformance on rate cut momentum with equity breadth expanding. AUD/USD rallies above 0.70 on resource currency strength and capital inflows. Inflation data due in coming weeks will guide future RBA decisions on rate cuts.

RIO rallied on copper price strength above $10,500 and positive production guidance. Aluminium market tightness supports pricing power. At $132, the mining giant offers leverage to commodity cycle recovery.

VCX surged on retail traffic recovery and specialty tenant demand acceleration. Rate cuts support retail property valuations substantially. At $2.35, the shopping centre play offers capital appreciation optionality.

FTW climbed on fintech adoption acceleration and digital banking expansion. Technology spend remains resilient despite macro uncertainties. At $0.95, the fintech play offers exposure to digital transformation trend.

February property market reaches seasonal peak with strong clearance rates above 70% in capitals. Investment property demand reaches 18-month highs as rate cut economics cement buyer confidence.

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