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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 | 10.10.2025

Daily Note 10/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Equity Markets: Equity markets had a weaker day yesterday with the S&P500 -0.28% and the Nasdaq -0.08%, as the market paused following its strong recent run-up. Europe was also down -0.43%. In the US, only one sector was in positive territory and c. 76% of stocks ended lower. Consumer Staples and Communication Services were best. Materials and Industrials were weakest. Airlines rose +2.6% as Delta (+4.3%) reported robust demand looking ahead to 2026, with strong Premium and Corporate sales. In Europe, seven of eleven sectors were in positive territory, with Utilities and Materials best, and Consumer Discretionary and Financials worst. Following on from BMW’s weakness yesterday, Ferrari missed a gear and crashed c. -15% as the company’s guidance for 2030 fell short of market expectations.
  • Macro: In Europe, final Irish EU harmonised CPI for September was steady at 2.7% YoY. In the US, all data was postponed due to the Federal government shut down.Economic data today is limited to the University of Michigan’s October Sentiment index, which is expected to show a slight deterioration in sentiment (54 est. from 55.1 previously). From the central bankers, today’s speakers will include Goolsbee, Daly, and Musalem, as well as the ECB’s Escriva.
  • Stocks: Novo Nordisk (Overweight PT DKK489 29% upside): Update regarding announced acquisition of Akero Therapeutics.
  • Debt: EGBs continued to trade within a very narrow range yesterday (Bunds 2-week range; 2.69%-2.71%), where again the focus was on French OATs.

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 | 13.10.2025

Weekly Trader and Bond Markets 13.10.2025 - Kerry Group, CRH & Supermarket Income REIT

Opportunities this week:

  • LVMH (Overweight PT: €630 Upside 15.3%): Lookahead to Q3 earnings released tomorrow.
  • Nestle (Overweight PT: CHF87.76 Upside 14.6%): Lookahead to Q3 earnings later this week.
  • Flutter PLC (Overweight PT: $293 Upside 21%): Commentary on recent regulatory environment.

Latest Daily Note

Daily Note 10/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 10.10.2025

Daily Note 09/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 09.10.2025

Daily Note 08/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 09.10.2025

Daily Note 07/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 07.10.2025

Daily Note 03/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 03.10.2025

Daily Note 02/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 03.10.2025

Daily Note 01/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 01.10.2025

Daily Note 30/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 30.09.2025

Daily Note 26/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 26.09.2025

Daily Note 25/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 25.09.2025

Latest Weekly Traders

Weekly Trader and Bond Markets 13.10.2025 - Kerry Group, CRH & Supermarket Income REIT

Weekly Trader | 13.10.2025

Weekly Trader and Bond Markets 06.10.2025 - Kerry Group, CRH & Supermarket Income REIT

Weekly Trader | 06.10.2025

Weekly Trader and Bond Markets 29.09.2025 - Kingspan, Cairn Homes & Greencoat Renewables

Weekly Trader | 29.09.2025

Weekly Trader and Bond Markets 22.09.2025 - Novo Nordisk, PayPal & Diageo

Weekly Trader | 22.09.2025

Weekly Trader and Bond Markets 15.09.2025 - LVMH, Greencoat Renewables & Rio Tinto

Weekly Trader | 15.09.2025

Weekly Trader and Bond Markets 01.09.2025 - DCC PLC, ICG, Rio Tinto

Weekly Trader | 01.09.2025

Weekly Trader and Bond Markets 25.08.2025 - Smurfit Westrock, Glanbia & L'Oreal

Weekly Trader | 25.08.2025

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

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.