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 | 12.07.2024
Daily Note 12/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a mixed session for equity markets yesterday as the Eurostoxx600 moved higher, whilst the Nasdaq and the S&P500 were down respectively, as traders rotated out of big tech and into smaller cap names. The ‘Magnificent Seven’ had its worst day since 2022, whilst the Russell 2000 small cap index had its best day since November. Later today, out of the EU, France CPI is to remain flat YoY. In the US @ 13:30, we have more pricing data with June PPI expected to have increased MoM and @15:00 University of Michigan Sentiment is set to increase to 68.5 (68.2prior).
- Stock: We have provided an update on PayPal. (Comment Attached)
- Debt: Core bond yields fell following the weaker than expected CPI numbers out of the US, prompting speculation the Fed will cut rates in September.
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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 | 30.01.2023
Weekly Trader and Bond Markets 30/01/2023 - Ryanair Holdings PLC, Alphabet Inc, Sanofi
Latest Daily Note
Daily Note 12/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.07.2024
Daily Note 11/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.07.2024
Daily Note 10/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.07.2024
Daily Note 09/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 05/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.07.2024
Daily Note 04/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.07.2024
Daily Note 03/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.07.2024
Daily Note 02/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.07.2024
Daily Note 28/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 27/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader and Bond Markets 30/01/2023 - Ryanair Holdings PLC, Alphabet Inc, Sanofi
Weekly Trader | 30.01.2023
Weekly Trader and Bond Markets 23/01/2023 - iShares MSCI China UCITS ETF, JP Morgan Emerging Markets Investment Trust & iShares Nasdaq 100 UCITS ETF
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Weekly Trader and Bond Markets 09/01/2022 - Ryanair Holdings PLC, Alphabet Inc, Irish Residential Properties REIT
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Weekly Trader and Bond Markets 14/11/2022 - Microsoft, ASML & Volkswagen
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Weekly Trader and Bond Markets 07/11/2022 - Aviva plc, Ryanair & Kingspan
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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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