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 | 22.08.2025
Daily Note 21/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro:US equities had a weak day yesterday as concerns about overvaluation in the technology sector combined with caution ahead of Jackson Hole weighed on sentiment. The S&P 500 fell 0.24% while the Nasdaq dropped 0.67%. European stocks closed the day up 0.23%. In the US seven of eleven sectors were positive with 51.7% of stocks trading higher. Energy (+0.86%) and Consumer Staples (+0.80%) were the two strongest sectors. Consumer Discretionary (-1.18%) and Information Technology (-0.77%) were the weakest. In Europe eight of eleven sectors were positive with 53.2% of stocks finishing higher. Consumer Staples (+2.28%) and Utilities (+1.17%) were the two strongest sectors. Information Technology (-1.29%) and Industrials (-1.10%) were the weakest. Rockwool A/S the Danish building materials company saw its stock fall 16% after the company lowered its revenue forecast. In macro news yesterday the release of the July Federal Reserve Minutes indicated that policymakers viewed the risk of inflation as outweighing concerns over the labour market hence raising questions marks on the timing/scale of interest rate cuts. The minutes may well provide an insight into what the market can expect to hear from Chairman Jerome Powell on Friday at the Jackson Hole Symposium. President Trump also called for the resignation of Lisa Cook, a member of the Federal Reserve Board of Governors over allegations of mortgage fraud. Looking to macro news today preliminary August HCOB Manufacturing PMI’s will be released in France, Germany and the Eurozone whilst in the UK and US S&P Manufacturing and Service PMI will also be released. Staying in the US, Initial Jobless Claims for the week ended 16th August will be updated (Est 226k) alongside Continuing Claims from August 9th. US existing Home Sales (Est 3.92m) and the Leading Index (Est -0.1%) for July will also be released. Central bank speakers today include the Fed’s Bostic at 12:30.
- Debt: There was a healthy rally in European and UK bonds yesterday despite the higher-than-expected UK CPI print. Market took some comfort that the UK numbers weren't too out of line with the BOE's own forecasts.
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 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 | 15.01.2024
Weekly Trader & Bond Markets 15/1/2024 – Irish Residential Properties REIT, Cairn Homes & Grafton Group
- Irish Residential Properties REIT
- Cairn Homes
- Grafton Group
Latest Daily Note
Daily Note 21/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.08.2025
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
Latest Weekly Traders
Weekly Trader & Bond Markets 15/1/2024 – Irish Residential Properties REIT, Cairn Homes & Grafton Group
Weekly Trader | 15.01.2024
Weekly Trader & Bond Markets 8/1/2024 – Flutter Entertainment, CRH & Ryanair Holdings PLC
Weekly Trader | 08.01.2024
Weekly Trader & Bond Markets 18/12/2023 – FedEx Corp, Nike Inc & AstraZeneca PLC
Weekly Trader | 18.12.2023
Weekly Trader & Bond Markets 11/12/2023 – ASML, Alphabet & Flutter
Weekly Trader | 11.12.2023
Weekly Trader & Bond Markets 4/12/2023 – Ryanair, GSK & Rio Tinto
Weekly Trader | 04.12.2023
Weekly Trader & Bond Markets 27/11/2023 – Aviva, Amazon.com & Nestlé SA
Weekly Trader | 27.11.2023
Weekly Trader & Bond Markets 13/11/2023 – Ryanair, Microsoft & TotalEnergies SE
Weekly Trader | 13.11.2023
Weekly Trader & Bond Markets 06/11/2023 – Ryanair, Kingspan PLC & ASML
Weekly Trader | 06.11.2023
Weekly Trader & Bond Markets 31/10/2023 – Amazon.com, Smurfit Kappa & Carlsberg AS
Weekly Trader | 31.10.2023
Weekly Trader & Bond Markets 23/10/2023 – GSK, FedEx Corp & Engie SA
Weekly Trader | 23.10.2023
Latest Investment Journals
Latest Research notes
Research Note - ICG - Sept 2022
Research note | 08.09.2022
Research Note - Apple - Sept 2022
Research note | 07.09.2022
Research Note - Alphabet - Aug 2022
Research note | 31.08.2022
Research Note - Aviva - Aug 2022
Research note | 26.08.2022
Research Note - LVMH - Aug 2022
Research note | 25.08.2022
Research Note - Antofagasta - Aug 2022
Research note | 24.08.2022
Research Note - Engie - Aug 2022
Research note | 22.08.2022
Research Note - Disney - Aug 2022
Research note | 19.08.2022
Research Note - Amazon - Aug 2022
Research note | 18.08.2022
Research Note - Ryanair - Aug 2022
Research note | 17.08.2022
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
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