Australia retail sales data for August - terrible! Bounce in Sep coming? No - here's why

The August retails sales data is here (please have a barf bag handy): Australia August Retail Sales: -0.6% m/m (vs. expected +0.3%) The earliest indication I've seen for September is in the September PMI data out yesterday:
Australia retail sales data for August - terrible! Bounce in Sep coming? No - here's why