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 | 15.04.2025
Daily Note 15/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: As the market continues to digest the on-going on-off tariff drama, with Trump signalling a temporary reprieve on consumer electronic tariffs, the markets were up slightly in the US, with the S&P 500 rising 79bps, and the Nasdaq +64bps. European markets performed better rising 2.69%. Later today we get final French CPI for March, German April ZEW Survey Expectations, EU Industrial Production, and the Irish trade balance. Then from the US we get the Empire State Manufacturing index for April and import prices for March.
- Stock: We have updates on LVMH’s Q1 sales figures and Ryanair’s announcement that it may have to delay deliveries of Boeing planes “if tariffs are imposed on the aircraft”.(Comment attached)
- Debt: Core bond yields moved lower in the US yesterday as the Fed’s Waller announced that he expects the inflationary impacts of tariffs to be temporary.
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 | 12.12.2022
Weekly Trader and Bond Markets 12/12/2022 - Ryanair, Supermarket Income REIT & Apple
Latest Daily Note
Daily Note 15/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.04.2025
Daily Note 11/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.04.2025
Daily Note 10/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.04.2025
Daily Note 09/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.04.2025
Daily Note 04/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.04.2025
Daily Note 03/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.04.2025
Daily Note 02/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.04.2025
Daily Note 01/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 01.04.2025
Daily Note 28/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.03.2025
Daily Note 27/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.03.2025
Latest Weekly Traders
Weekly Trader and Bond Markets 12/12/2022 - Ryanair, Supermarket Income REIT & Apple
Weekly Trader | 12.12.2022
Weekly Trader and Bond Markets 05/12/2022 - Barclays, Volkswagen, TotalEnergies
Weekly Trader | 05.12.2022
Weekly Trader and Bond Markets 28/11/2022 - Cairn Homes, Kingspan Group Plc, Nike
Weekly Trader | 28.11.2022
Weekly Trader and Bond Markets 21/11/2022 - Deere & Co, Glanbia & CRH
Weekly Trader | 21.11.2022
Weekly Trader and Bond Markets 14/11/2022 - Microsoft, ASML & Volkswagen
Weekly Trader | 14.11.2022
Weekly Trader and Bond Markets 07/11/2022 - Aviva plc, Ryanair & Kingspan
Weekly Trader | 07.11.2022
Weekly Trader and Bond Markets 07/11/2022 - Aviva plc, Ryanair & Kingspan
Weekly Trader | 07.11.2022
Weekly Trader and Bond Markets 01/11/2022 - Apple Inc., Smurfit Kappa & Flutter Entertainment PLC
Weekly Trader | 01.11.2022
Weekly Trader and Bond Markets 24/10/2022 - Alphabet Inc, Greencoat Renewables Plc & Microsoft Corp
Weekly Trader | 24.10.2022
Weekly Trader and Bond Markets 17/10/2022 - Smurfit Kappa Group, Kingspan Group, ASML, Ryanair
Weekly Trader | 17.10.2022
Latest Investment Journals
Latest Research notes
Research Note - Nike - Feb 2022
Research note | 01.02.2022
Research Note - Volkswagen - Jan 2022
Research note | 14.01.2022
Research Note - Antofagasta and Lundin Mining - Jan 2022
Research note | 13.01.2022
Research Note - Cairn Homes - Jan 2022
Research note | 13.01.2022
Research Note - Total Energies - Jan 2022
Research note | 12.01.2022
Research Note - Newmont and Barrick - Jan 2022
Research note | 11.01.2022
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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