Be Fraud Aware: By staying vigilant, you can help yourself from being the victim of fraud.

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 24/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Equity Market: Global equity markets had a mixed day yesterday with the US down and Europe up. The S&P500 fell -0.55%, and the Nasdaq dropped -0.95% after Fed chairman Powell offered little hint of an October rate cut. European stocks climbed +0.28%. In the US six of eleven sectors were positive with 55.3% of stocks up on the day. Energy (+1.71%) and Real Estate (+0.81%) were the strongest. Consumer Discretionary (-1.44%) and Information Technology (-1.14%) were the weakest. Generac Holdings, a manufacturer of backup generation products for residential, commercial, and industrial markets saw its share price fall -10.3% after a law firm opened an investigation into the business on behalf of shareholders, relating to potential corporate wrongdoings of officers and/or directors. In Europe ten of twelve sectors were positive with 62.3% of companies ending higher on the day. Energy (+1.53%) and Consumer Discretionary (+1.44%) were the strongest. Healthcare (-1.15%) and Communication Services (-0.33%) were the weakest. Kingfisher (+14.63%) had a noticeably strong day after its H1 results surpassed analysts' expectations, with management raising guidance whilst also accelerating the company’s share buyback program.
  • Macro: In macro news yesterday global manufacturing data came in weaker across the board. Manufacturing PMI for September in France was 48.1 (Est. 50.1), in Germany 48.5 (Est. 50.0), in the Eurozone 49.5 (Est. 50.7), in the UK 46.2 (Est 47.1) and in the US 52.0 (Est 52.2). In the US, Fed chairman Powell said the outlook for the labour market and inflation both face risks, acknowledging that Fed policymakers still face a challenge with further rate cuts, in particular in October, therefore the Fed needs to moderate policy towards a more balanced approach. Estimates still price in a 92% probability of a rate cut at the October meeting.In macro news today, it’s a relatively quiet day however in Europe where the focus will be on the German IFO Business Climate data. Survey estimates for September expect a rise from 89.0 to 89.4. In the US, MBA Mortgage Applications for the week ended 19th September will be released. Last week’s saw a sharp 29.7% rise week on week. Additionally, August New Home Sales will be updated with the current estimate at 650k, versus July results of 652k. From central bank speakers the Bank of England’s Green will be speaking later this evening followed by the Fed’s Daly.
  • Debt: European bond markets remain range-bound with Bunds oscillating around 2.75% and spreads very contained.

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 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

Daily Note 05/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 05.09.2025

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

  • 1
  • 2

Latest Research notes

Research Note - Flutter - Jan 2024

Research note | 25.01.2024

Research Note - Apple - Jan 2024

Research note | 09.01.2024

Research Note - ASML - Dec 2023

Research note | 05.12.2023

Research Note - Volkswagen - Dec 2023

Research note | 01.12.2023

Research Note - Deere Co - Nov 2023

Research note | 28.11.2023

Research Note - Nestle - Nov 2023

Research note | 23.11.2023

Research Note - Alphabet - Nov 2023

Research note | 17.11.2023

Research Note - Microsoft - Nov 2023

Research note | 14.11.2023

Research Note - TTE - Nov 2023

Research note | 08.11.2023

Research Note - PayPal - Nov 2023

Research note | 07.11.2023

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.