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 | 25.09.2025
Daily Note 25/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity Markets: Equity markets ended negatively yesterday as investors look for new catalysts amid risks of a weakening job market and stubborn inflation. The S&P500 finished down -0.28%, and the Nasdaq fell -0.37%, Europe was down -0.19%. In the US, four of the eleven sectors were in positive territory and 43% of stocks ended higher. Energy (+1.23%) and Utilities (+0.73%) were the best performers. Materials (-1.59%) and Real Estate (-1.01%) were weakest. Micron Technology fell (-2.82%) as the company’s forecast underwhelmed investors, despite its better than expected first quarter revenue and profit estimates. In Europe, four of the eleven sectors were positive, with 38% of stocks ending higher. Energy (+1.48%) and Utilities (+0.61%) were strongest, while Consumer Discretionary (-0.90%) and Health Care (-0.73%) were weakest. LVMH fell (-2.69%) yesterday, after a broker mentioned that its third-quarter revenue forecast for LVMH is 2% below the market consensus and that it has also cut its full-year outlook for the luxury goods company.
- Macro: In economic news out of Europe yesterday, the IFO business climate index fell to 87.7 in September from a revised 88.9 in August, coming in below estimates of 89.4. supporting the view that higher U.S. tariffs are putting pressure on Germany’s economy. This morning, Germany’s Consumer Confidence came in at -22.3 (vs -23.3 est.). In the US, MBA mortgage applications rose for the third consecutive week to (+0.6%), after rising (+29.7%) in prior week. U.S. new-home sales jumped 20.5% to 800k (650k est.) in August to their highest level since early 2022, fuelled in part by builder's discounts and buyer incentives. For economic releases today, in the US we have Initial Jobless Claims, Durable Goods Orders and Existing Home Sales. From the central bankers, we will hear from the Fed’s Goolsbee, Williams, Schmid, Bowman, Barr, Logan and Daly as well as the ECB’s Kazimir.
- Stocks: Cairn Homes: (Overweight PT: €2.46: 27% Upside): Glenveagh / Cairn Homes H1 results read across. PayPal (Overweight PT: $97: 44% Upside): Details relating to a two-year agreement with Blue Owl Capital. Nestle (Overweight PT: CHF88.67: 24% Upside): Update on the strategic review of Vitamins business segment. TotalEnergies (Overweight PT:€62: 16% Upside): TotalEnergies has been chosen by the French government to operate the “Centre Manche 2” offshore wind farm.
- Debt: Despite a weaker than expected German IFO yesterday morning European bonds remain in a tight range with 10-year Bunds stuck around 2.75%.
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 | 20.01.2023
Cantor Fitzgerald Quarterly Investment Journal - Winter 2023
- Asset Allocation
- Focus Feature: Paschal Donohoe on What's Next for Ireland. We hosted an exclusive sit-down conversation with then Minister for Finance, Paschal Donohoe, at our Dublin offices in November, in which the Minister shared his valuable insights with Finance Correspondent for The Currency, Sean Keyes.
- Analyst Conviction List: The investment case for our preferred names
- The Fund Edit: Latest update on our range of investment funds, ETFs and trusts
- Ethical Investing: Green Effects providing sustainable investment returns
- Corporate Finance News: Head of Corporate Finance, Conor McKeon, reviews a year of successful exits & provides a look forward to 2023
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 | 21.07.2025
Weekly Trader and Bond Markets 14.07.2025 - Ryanair, GSK & Dalata
Opportunities this week:
- This morning Ryanair reported Q1 FY26 results, that beat expectations across the board, we retain our price target at €28.00, with an unchanged recommendation of Overweight.
- For GSK, following the FDA's ODAC committee voting against the recommendation of Blenrep for treating Multiple Myeloma, we are lowering our price target to 1660p from 1820p and maintain our Overweight recommendation. (c. 22% upside)
- Following the deal announcement last Tuesday, we have changed our recommendation on the Dalata stock with a PT of €6.45 revised downward from our previous target of €6.93, with a Neutral position.
Latest Daily Note
Daily Note 25/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.09.2025
Daily Note 24/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.09.2025
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
Latest Weekly Traders
Weekly Trader and Bond Markets 14.07.2025 - Ryanair, GSK & Dalata
Weekly Trader | 21.07.2025
Weekly Trader and Bond Markets 14.07.2025 - Cairn, GSK & Kingspan
Weekly Trader | 14.07.2025
Weekly Trader and Bond Markets 07.07.2025 - Ryanair, LVMH & Shell
Weekly Trader | 07.07.2025
Weekly Trader and Bond Markets 30.06.2025 - PayPal, Diageo & Rio Tinto
Weekly Trader | 30.06.2025
Weekly Trader and Bond Markets 23.06.2025 - LVMH, Supermarket Income REIT & Dalata Hotel Group
Weekly Trader | 23.06.2025
Weekly Trader and Bond Markets 16.06.2025 - Flutter, Molten Ventures PLC & GSK
Weekly Trader | 23.06.2025
Weekly Trader and Bond Markets 09.06.2025 - CRH, Uniphar & Aviva
Weekly Trader | 10.06.2025
Weekly Trader and Bond Markets 03.06.2025 - Nike, Dalata & IRES REIT
Weekly Trader | 03.06.2025
Weekly Trader and Bond Markets 26.05.2025 - Rio Tinto, Flutter & DCC
Weekly Trader | 26.05.2025
Weekly Trader and Bond Markets 19.05.2025 - Ryanair, Bank of Ireland & Diageo
Weekly Trader | 19.05.2025
Latest Investment Journals
Cantor Fitzgerald Quarterly Investment Journal - Winter 2023
Investment Journal | 20.01.2023
Cantor Fitzgerald Quarterly Investment Journal - Autumn 2022
Investment Journal | 10.11.2022
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Research Note - Alphabet - Nov 2023
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Research Note - Microsoft - Nov 2023
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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
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.