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Today we talk two sectors that should have good results in August, and we look at the RBA, the Budget and the banks with ANZ's results a bit below expectations with the stock down 2% but the dividend was better-than-expected (ex dividend on Monday). Westpac ex dividend on Thursday next week. NAB results tomorrow, Macquarie results on Friday. The rest of the banks looking pretty good this morning. Travel struggling with Flight Centre down another 3% with Webjet following. RBA meeting yesterday was positive. Housing market is going off. US Jobs numbers on Friday the main release to come this week.