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Latest Daily Note

Each day we produce a market commentary outlining critical economic and company developments. We leverage off our global network of analysts and investment professionals to provide clients with critical insights from our local teams first thing in the morning.

Latest Research | 20.08.2025

Daily Note 20/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro:Global equities had a mixed day yesterday with the US trending lower as investors reduced risk ahead of the Fed Chairs update at Jackson Hole later this week. European stocks finished higher, by 0.70%. The S&P 500 fell 0.59% whilst the Nasdaq dropped 1.46%. In the US, seven of eleven sectors were positive with 69.4% of stocks in the green. Real Estate (+1.76%) and Consumer Staples (+0.95%) were the strongest sectors. Information Technology (-1.91%) and Communication Services (-1.18%) were the weakest. AI related companies had a particularly bad day with Palantir falling 9.24%. In Europe ten of eleven sectors were positive with 79.5% of companies finishing higher. Consumer Discretionary (+1.88%) and Materials (+1.58%) were the two strongest sectors. Real Estate (-0.17%) was the only negative sector on the day. JD Sports rose 6.95% after the British sports retailer received a price target upgrade from a leading investment bank. In macro news yesterday the focus remained on potential trilateral talks between the US, Russia and Ukraine in an effort to reach a peace deal. Trump extended a call to Hungarian Prime Minister Victor Orban to understand Hungary’s reasoning for blocking Ukraine’s membership of the EU. This morning UK CPI for July increased by 0.1% MoM, which reflected an annualised rate of 3.8% (vs Est 3.7%). The rise was mainly attributed to airfare costs. In macro news today, EU July final CPI will be released at 10:00, with the annualised rate expected to remain at 2%. In the US MBA Mortgage Applications for the week ended 15th August will be released at 12:00. At 19:00, FOMC Minutes from the July meeting will be released. Central bank speakers today include the ECB’s Lagarde at 8:10 whilst the Fed’s Waller and Bostic will speak at 16:00 and 20:00 respectively.
  • Debt: The Japanese 10-year yield reached its highest level since 2008, at 1.62%. The news highlights the ongoing pressure on longer dated sovereign debt.

Latest Investment Journal

Our quarterly Investment Journal provides insights into key stocks to watch, a round-up of latest news and investment opportunities, along with performance updates on our flagship products and funds.

Latest Research | 31.07.2025

Cantor Fitzgerald Quarterly Investment Journal - Q3 2025

  • Discretionary Investments: An Active Approach is Key Given Geopolitical Uncertainties
  • Focus Feature: Celebrating 10 Years of CFAM's 30 & 50 Multi-Asset Funds
  • Cantor Fitzgerald Asset Management: The Latest Update on Our Funds
  • Analyst Conviction List: CRH & Flutter
  • Performance Data: The Most Recent Figures on Capital Protected Products

Latest Weekly Trader & Bond Markets

On Mondays, we release our Weekly Trader in which we outline key themes driving market sentiment, a review on critical developments within our preferred sectors, equities commentary and market-moving stories to start the week. Our in-house Investment Committee meets on a weekly basis to craft this strategy, aimed at allowing our clients to dynamically position portfolios and to take advantage of market developments.

Latest Research | 18.08.2025

Weekly Trader and Bond Markets 18.08.2025 - Diageo, Kingspan & Flutter

Opportunities this week:

  • As referenced last week, we met with Ryanair’s investor relations team, and following subsequent news flow we retain a positive outlook on the company.
  • Following the release of their results, we met with FBD’s CEO and CFO to discuss the results and outlook in more detail. Overall, we remain positive on the stock.
  • We also covered a review of LVMH, nearly a month post H1 results. Slow but growing strength in key end markets coupled with strong brand recognition and healthy fundamentals has resulted in us maintaining a positive view on the company.

Latest Daily Note

Daily Note 20/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 20.08.2025

Daily Note 19/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 20.08.2025

Daily Note 15/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 15.08.2025

Daily Note 14/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.08.2025

Daily Note 12/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 12.08.2025

Daily Note 08/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2025

Daily Note 07/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2025

Daily Note 06/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2025

Daily Note 01/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2025

Daily Note 31/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Latest Weekly Traders

Weekly Trader and Bond Markets 18.08.2025 - Diageo, Kingspan & Flutter

Weekly Trader | 18.08.2025

Weekly Trader and Bond Markets 11.08.2025 - Diageo, Kingspan & Flutter

Weekly Trader | 11.08.2025

Weekly Trader and Bond Markets 28.07.2025 - TotalEnergies, Rio Tinto & Nestle

Weekly Trader | 28.07.2025

Weekly Trader and Bond Markets 14.07.2025 - Ryanair, GSK & Dalata

Weekly Trader | 21.07.2025

Weekly Trader and Bond Markets 14.07.2025 - Cairn, GSK & Kingspan

Weekly Trader | 14.07.2025

Weekly Trader and Bond Markets 07.07.2025 - Ryanair, LVMH & Shell

Weekly Trader | 07.07.2025

Weekly Trader and Bond Markets 30.06.2025 - PayPal, Diageo & Rio Tinto

Weekly Trader | 30.06.2025

Weekly Trader and Bond Markets 23.06.2025 - LVMH, Supermarket Income REIT & Dalata Hotel Group

Weekly Trader | 23.06.2025

Weekly Trader and Bond Markets 16.06.2025 - Flutter, Molten Ventures PLC & GSK

Weekly Trader | 23.06.2025

Weekly Trader and Bond Markets 09.06.2025 - CRH, Uniphar & Aviva

Weekly Trader | 10.06.2025

Latest Investment Journals

Cantor Fitzgerald Quarterly Investment Journal - Q3 2025

Investment Journal | 31.07.2025

Cantor Fitzgerald Quarterly Investment Journal - Q2 2025

Investment Journal | 30.05.2025

Cantor Fitzgerald Quarterly Investment Journal - Q1 2025

Investment Journal | 28.01.2025

Cantor Fitzgerald Quarterly Investment Journal - Q4 2024

Investment Journal | 30.10.2024

Cantor Fitzgerald Quarterly Investment Journal - Q3 2024

Investment Journal | 26.07.2024

Cantor Fitzgerald Quarterly Investment Journal - Q2 2024

Investment Journal | 15.05.2024

Cantor Fitzgerald Quarterly Investment Journal - Winter 2024

Investment Journal | 31.01.2024

Cantor Fitzgerald Quarterly Investment Journal - Autumn 2023

Investment Journal | 08.11.2023

Cantor Fitzgerald Quarterly Investment Journal - Summer 2023

Investment Journal | 31.07.2023

Cantor Fitzgerald Quarterly Investment Journal - Spring 2023

Investment Journal | 21.04.2023

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Latest Research notes

Research Note - Ryanair- Nov 2024

Research note | 11.11.2024

Research Note - Ryanair- July 2024

Research note | 25.07.2024

Research Note - L'Oreal - July 2024

Research note | 11.07.2024

Research Note - Glanbia PLC - May 2024

Research note | 21.05.2024

Research Note - Grafton Group - April 2024

Research note | 18.04.2024

Research Note - FBD - April 2024

Research note | 12.04.2024

Research Note - Supermarket Income REIT - April 2024

Research note | 04.04.2024

Research Note - Smurfit Kappa- March 2024

Research note | 27.03.2024

Research Note - Dalata - March 2024

Research note | 14.03.2024

Research Note - Caterpillar - Feb 2024

Research note | 29.02.2024

At Cantor Fitzgerald Ireland, we provide our clients with a global perspective that is unique to the Irish market. Through our research and news section, we share our views on the investment world plus the very latest media updates

Our team of analysts reviews the daily macro and corporate landscape, to maintain a dynamic Analyst Conviction List of equity names along with other investment insights and opportunities. We regularly share key market insights and investment ideas via a number of research publications aimed at helping you to make the most informed investment decisions. We believe in delivering value to our clients and we want you to benefit from our wealth of experience and our global access to research. You can sign up to receive email updates by requesting through Client Services or through your broker/portfolio manager.