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 | 21.06.2024

Daily Note 21/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: It was a mixed day for equities yesterday with the EuroStoxx600 finishing up, whilst the Nasdaq and S&P500 both closed lower, as investors took some profits after a seven-day advance in the Nasdaq. Later today in Europe we have French, German and Eurozone PMI figures which are all expected to show improvement. Then later in the US, we have S&P Global PMI expectations and existing home sales data, both are expected to decrease from their previous read. Finally, we have the “triple witching” quarterly event, where indexes, single stocks and ETF options are set to mature. It is estimated that options worth $5.5 trillion are set to expire and this might cause some short-term volatility in the markets and especially into the close.
  • Stock: European car sales data for May signalled a modest increase in Volkswagen’s market share. (Comments Attached)
  • Debt: Core bond yields moved modestly higher in both the US and Europe.

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 | 15.05.2024

Cantor Fitzgerald Quarterly Investment Journal - Q2 2024

  • Asset Allocation
  • Discretionary Investments: Asset Allocation Q2 2024
  • Wealth Management: Auto-Enrolment Pension System in Ireland: What You Need to Know
  • Analyst Conviction List: The investment case for our preferred names
  • Cantor Fitzgerald Asset Management: The latest update on our funds
  • Corporate Finance News: Real Estate’s Check-Up Q1 2024
  • Performance Data: The most recent figures on our structured 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 | 17.06.2024

Weekly Trader and Bond Markets 17.06.2024- Nike, Kerry Group & Microsoft

Opportunities this week:

  • We are reiterating our BUY rating on Nike after recent pullback and ahead of a busy Summer of events for the brand. (BUY PT:$112)
  • With de-stocking headwinds largely in the rear view for Kerry Group, we are reiterating our BUY rating on the stock. (BUY PT: €92)
  • Following a week when Apple dominated the headlines due to the launch of its Apple Intelligence. We believe it is worthy reiterating our BUY recommendation on Microsoft as we expect them to continue playing a leading role in the wider adoption of AI. (BUY PT: $479)

Latest Daily Note

Daily Note 21/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 21.06.2024

Daily Note 20/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 20.06.2024

Daily Note 19/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 19.06.2024

Daily Note 18/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 18.06.2024

Daily Note 14/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.06.2024

Daily Note 13/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 13.06.2024

Daily Note 12/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 12.06.2024

Daily Note 11/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.06.2024

Daily Note 07/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 07.06.2024

Daily Note 06/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 06.06.2024

Latest Weekly Traders

Weekly Trader and Bond Markets 17.06.2024- Nike, Kerry Group & Microsoft

Weekly Trader | 17.06.2024

Weekly Trader and Bond Markets 10.06.2024- CRH, Uniphar & Smurfit Kappa Group

Weekly Trader | 10.06.2024

Weekly Trader and Bond Markets 04.06.2024- LVMH, Visa & DCC

Weekly Trader | 04.06.2024

Weekly Trader and Bond Markets 27.05.24 - Grafton Group, Microsoft & AstraZeneca

Weekly Trader | 27.05.2024

Weekly Trader and Bond Markets 20.05.24 - Roche Holdings, Ryanair & Alphabet

Weekly Trader | 20.05.2024

Weekly Trader and Bond Markets 13.05.24 - Cairn Homes, Ryanair & FBD Holdings

Weekly Trader | 13.05.2024

Weekly Trader and Bond Markets 07.05.24 - CRH, Shell & Alphabet

Weekly Trader | 07.05.2024

Weekly Trader and Bond Markets 29.04.24 - Flutter, Cairn Homes & Roche Holdings

Weekly Trader | 29.04.2024

Weekly Trader and Bond Markets 22.04.24 - Deere & Co, Grafton Group & Microsoft

Weekly Trader | 22.04.2024

Weekly Trader & Bond Markets 15.04.2024 - FBD Holdings, IRES REIT & PayPal

Weekly Trader | 15.04.2024

Latest Investment Journals

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

Cantor Fitzgerald Quarterly Investment Journal - Winter 2023

Investment Journal | 20.01.2023

Cantor Fitzgerald Quarterly Investment Journal - Autumn 2022

Investment Journal | 10.11.2022

Latest Research notes

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

Research Note - Flutter - Jan 2024

Research note | 25.01.2024

Research Note - Apple - Jan 2024

Research note | 09.01.2024

Research Note - ASML - Dec 2023

Research note | 05.12.2023

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.