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 | 24.09.2025
Daily Note 18/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity Markets: Equity markets ended slightly negative yesterday with market reaction muted following the Fed rate decision to cut 25bps. The S&P500 finished down -0.10%, and the Nasdaq fell -0.33%, Europe was down -0.03%. In the US, six of the eleven sectors were in positive territory and 57% of stocks ended higher. Financials (+0.96%) and Consumer Staples (+0.90%) were the best performers. IT (-0.70%) and Industrials (-0.45%) were weakest. Nvidia fell (-2.62%) as China’s internet regulator has instructed the nation’s largest tech firms to halt purchases of Nvidia AI chips and cancel any current orders. In Europe, five of the eleven sectors were positive, with 48% of stocks ending higher. IT (+1.39%) and Health Care (+0.54%) were strongest, while Energy (-0.99%) and Materials (-0.66%) were weakest.
- Macro: Yesterday the Fed cut the Federal Funds Rate target range by 25 basis points in line with expectations, marking the first reduction since December ‘24. The central bank recognises a slowdown in the labour market and indicated that it will stay guided by incoming data, while monitoring inflation risks. Policymakers are now anticipating two more quarter-point rate cuts this year, whilst expecting slightly higher inflation next year, and have modestly raised their median growth forecast for 2026. US, MBA mortgage applications rose 29.7% over the week, after rising +9.2% in prior week as US mortgage rates fell to the lowest level in nearly a year. U.S. housing starts on the other hand declined by -8.5% (-4.4% est.) last month to their lowest level since May, as an oversupply of homes dampened builders' enthusiasm to increase production.
- Economic releases today in Europe include the BOE’s interest rate decision, which is expected to remain steady at 4.0%, while in the US, we have Initial Jobless Claims and the Conference Board leading economic index.
- Stocks: Nestle: (Overweight PT CHF86.67 Upside 21%) Nestle announced that its long-standing chairman Paul Bulcke, will step down following the recent firing of its CEO. He is being replaced by former Inditex chairman Pablo Isla. Supermarket Income REIT: (Overweight PT 90p Upside 14.5%) SUPR reported a solid set of FY earnings following a year of strategic corporate changes and portfolio enhancements.
- Debt: The Fed cut rates by 25bps but pushed back against talk about more aggressive easing going forward. The US 10 Year yield jumped 6bps as a result. The new dot plot now prices in a further 50bps of cuts between now and the end of the year.
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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 | 26.02.2024
Weekly Trader & Bond Markets 26/02/2024 – IRES REIT, Ryanair, CRH
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Latest Daily Note
Daily Note 18/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.09.2025
Daily Note 23/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.09.2025
Daily Note 17/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 17.09.2025
Daily Note 16/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.09.2025
Daily Note 12/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.09.2025
Daily Note 11/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.09.2025
Daily Note 10/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.09.2025
Daily Note 09/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.09.2025
Daily Note 05/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.09.2025
Daily Note 04/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.09.2025
Latest Weekly Traders
Weekly Trader & Bond Markets 26/02/2024 – IRES REIT, Ryanair, CRH
Weekly Trader | 26.02.2024
Weekly Trader & Bond Markets 19/02/2024 – IRES REIT, Ryanair, CRH
Weekly Trader | 19.02.2024
Weekly Trader & Bond Markets 12/02/2024 – Amazon.com, GSK PLC, Rio Tinto
Weekly Trader | 12.02.2024
Weekly Trader & Bond Markets 06/02/2024 – Cairn Homes, Caterpillar & Microsoft Corp
Weekly Trader | 06.02.2024
Weekly Trader & Bond Markets 29/1/2024 – Ryanair, Flutter Entertainment & IRES REIT
Weekly Trader | 29.01.2024
Weekly Trader & Bond Markets 22/1/2024 – Supermarket Income REIT, GSK PLC & Microsoft Corp
Weekly Trader | 23.01.2024
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
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