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 | 28.11.2024
Daily Note 28/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets were risk-off yesterday, as the Eurostoxx600, the S&P500, and the Nasdaq each ended slightly lower, with economic data releases broadly supporting a more gradual approach by the Fed and hawkish commentary from the ECB. Later today, the main economic news of note comes out of Europe. We have European Consumer Confidence data, German, Spanish and Irish CPI, as well as Retail Sales data out of Ireland. We will also have commentary from Villeroy, Knot and Lane from the ECB.
- Stock: We have updates on Aviva and Microsoft, along with meetings held with the CFO of Grafton Group and the CEO of PTSB earlier this week. (Comment attached)
- Debt: Core bond yields moved lower yesterday following a wide range of economic data releases in the US, and lower than expected Consumer Confidence in both Germany and France.
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 | 07.10.2024
Weekly Trader and Bond Markets 07.10.2024 - Kerry Group, Shell & IRES REIT
Opportunities this week:
- Ahead of Kerry’s US investor day tomorrow, which should provide management with the opportunity to remind the market of the group’s positive momentum and growth trajectory, we are reiterating our BUY rating. (BUY PT: €106)
- This morning Shell issued its regular Q3 production update. (BUY PT £34)
- We held a constructive meeting with the management team for IRES REIT in our offices last week. (BUY PT: €1.18)
Latest Daily Note
Daily Note 28/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.11.2024
Daily Note 27/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.11.2024
Daily Note 26/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.11.2024
Daily Note 22/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.11.2024
Daily Note 21/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.11.2024
Daily Note 20/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.11.2024
Daily Note 19/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 19.11.2024
Daily Note 15/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.11.2024
Daily Note 14/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.11.2024
Daily Note 13/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.11.2024
Latest Weekly Traders
Weekly Trader and Bond Markets 07.10.2024 - Kerry Group, Shell & IRES REIT
Weekly Trader | 07.10.2024
Weekly Trader and Bond Markets 30.09.2024 - L'Oréal, Flutter & Rio Tinto
Weekly Trader | 30.09.2024
Weekly Trader and Bond Markets 23.09.2024 - FedEx, PayPal & Datalex
Weekly Trader | 23.09.2024
Weekly Trader and Bond Markets 16.09.2024 - Greencoat Renewables, PTSB & Uniphar
Weekly Trader | 16.09.2024
Weekly Trader and Bond Markets 09.09.2024 - L'Oréal, Cairn Homes and Irish Continental Group
Weekly Trader | 09.09.2024
Weekly Trader and Bond Markets 02.09.2024 - CRH, AIB & Shell
Weekly Trader | 02.09.2024
Weekly Trader and Bond Markets 26.08.2024 - Flutter, Kingspan & DCC
Weekly Trader | 26.08.2024
Weekly Trader and Bond Markets 19.08.2024 - GSK, CRH and FBD
Weekly Trader | 19.08.2024
Weekly Trader and Bond Markets 12.08.2024 - Alphabet, Bank of Ireland & Cairn Homes
Weekly Trader | 12.08.2024
Weekly Trader and Bond Markets 06.08.2024 - PTSB, Kerry Group and PayPal
Weekly Trader | 06.08.2024
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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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