US equity markets advanced ahead of key jobs data tonight AEST ahead of the 4 July holiday, with investors also continuing to the progress of the massive tax and spending bill that is now being debated in the House of Representatives (after narrowly being approved in the Senate a day earlier) while eying the 9 July deadline tariff deadline - Dow dipped -11-points or -0.02% Nike Inc (up +4.06%) was the leading performer in the 30-stock index, climbing to a three-month high. Apple Inc (up +2.22%) advanced for a fourth straight session following reports at the start of the week that the iPhone maker could use OpenAI or Anthropic to power the next generation of Siri. Apple was the only member of the ‘Magnificent Seven’ to lose ground in the second quarter (down -7.64%). Microsoft Corp (down -0.20%) confirmed a Bloomberg report of plans to make more cuts to its global workforce that could impact an estimated 9K workers and primarily effect sales teams. The latest cuts come just weeks after a reported 3% workforce reduction affecting ~6K employees. Amazon.com Inc slipped -0.24%, with a Securities and Exchange Commission (SEC) filing recording that founder Jeff Bezos more than 3.3M shares of his company in a sale valued at ~US$736.7M in late June. The stock sale is part of a previously arranged trading plan adopted by Mr Bezos in March. Under that arrangement, Bezos plans to sell up to 25M shares of Amazon over a period ending 29 May, 2026.

Morgans AM - Thursday, 3 July 2025

It's not just growth stocks that are breaking out in 2025.

3 Top Value Stocks at 52-Week Highs

aired on WBRP on July 5, 2025 at 10 AM and on WJBO / iHeart Radio on July 6, 2025 at 11 AM

Responsibility

Listen to my Sunday Money Show podcast (July 6, 2025) as I discussed President Trump’s tax and spending bill, the impact of tariffs on the stock market, the latest jobs data, and more.

Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com

I am happy to answer your questions on air on my next show.

President Trump’s Tax & Spending Bill - The Sunday Money Show

In this episode, Allan Small covers everything from Trump’s “Big Beautiful Bill” and its impact on debt and taxes to the falling U.S. dollar, mixed jobs data, and what it all means for Canadian investors. Plus: trade volatility, inflation concerns, and a look ahead to earnings season. 

Do you have a question about investing? Feel free to call Allan at 416-332-3863 or email me at allan@allansmall.com

The Allan Small Financial Show - July 9, 2025

What should investors focus on right now?

1. Rising trade tension and tariffs 
2. Key jobs and inflation data from Canada and the U.S. 
3. The start of Q2 corporate earnings—what to watch in banks and tech

Do you have a question about investing? Feel free to call Allan at 416-332-3863 or email me at allan@allansmall.com

Trade Volatility, Jobs Data & Earnings Season - Top 3 This Week

US equity markets advanced, with the S&P 500 and Nasdaq hitting fresh record highs as investors continued to shrug off tariff-related concerns - Dow rose +192-points or +0.43%, with American Express Co (up +2.49%) the leading performer in the 30-stock index. Nvidia Corp rose +0.75% to settle with a closing market capitalisation above >US$4 trillion after breaching that level intra-session a day earlier. 

Morgans AM - Friday, 11 July 2025

Game Over

Tracey Ryniec, Zacks Value Stock Strategist, looks at the regional banks. Is it finally time for the bank stocks? (0:30) - Is Now The Time For Value Investors To Add Banks To Their Portfolios? (7:00) - Finding Strong Stock Picks To Keep On Your Watch List Right Now (29:45) - Episode Roundup: JPM, C, PNC, KEY, OZK, BUSE, WSBC Podcast@Zacks.com

3 Cheap Bank Stocks for Your Short List

US equity markets retreated on Friday (11 July) as President Trump’s threats of new tariffs against a host of U.S. trade partners unnerved investors, with the S&P 500 and Nasdaq pulling back from record closing highs logged a day earlier - Dow fell -279-points or -0.63%, with Nike Inc (down -2.67%) and Visa Inc (-2.23%) falling over >2%. 



Morgans AM - Monday, 14 July 2025

Morgans is Australia's largest national full-service retail stockbroking and wealth management network with more than 240,000 client accounts, 500 authorised representatives and 950 employees operating from offices across all states and territories in Australia.

Senior Investment Advisor - Allan Small Financial Group with iA Private Wealth Inc. Catch me on CP24, BNN, 680 News, Newstalk 1010 and feel free to call or email me at 416 332 3863, allan@allansmall.com.

'Investing This Week with Allan Small' delivers insights, tips and commentary on current events from an investment perspective, providing practical advice for people looking to invest and navigate changing stock markets. Allan analyzes what’s happening in the news… in the markets… and how the two impact investment decisions. This weekly podcast includes Allan’s biweekly Sunday Money Show with CFRB Newstalk 1010 as well as tips on what investors should be considering over the next 5-10 business days.

Principal and Advisor, CFS, ChFC

Drew Pelton has an extensive background in the financial services industry which began in 1979. His broad and deep understanding of the subject matter is substantiated by his academic background, keeping up with current affairs, his multifaceted client work, and solving client needs in an evolving economic world.

Listen along LIVE to Retirement Income Source with Drew Pelton every Sunday at 11 AM CST on WJBO / iHeart Radio!! If you would like to schedule a one on one meeting or phone call with Drew please call our 24/7 hotline at (833)974-1833. Thank you for listening along!

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Drew Pelton Investment Services and Sound Income Strategies, LLC are not associated entities. Drew Pelton Investment Services is a franchisee of Retirement Income Source, LLC. Retirement Income Source, LLC and Sound Income Strategies LLC are associated entities.

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