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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.
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Latest Research | 14.08.2024
Daily Note 14/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Markets trended higher yesterday with Europe, the S&P 500 and the Nasdaq all climbing following the release of broadly supportive economic data. From an economic perspective, inflation data from the UK came in better than expected for July, however, the core read still remains flat YoY. Eurozone Industrial Production is released at 10.00 and is expected to contract in July despite recent strength from German data. Across the Atlantic at 13.30, inflation data will be closely watched with core CPI expected to decline modestly on a YoY basis for the month of July.
- Stock: We had earnings releases from Flutter, Aviva and Glanbia. We also met with senior management from FBD.
- Debt: Bond yields moved lower yesterday on weaker than expected US PPI data.
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.
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Latest Research | 17.06.2024
Weekly Trader and Bond Markets 17.06.2024- Nike, Kerry Group & Microsoft
Opportunities this week:
- We are reiterating our BUY rating on Nike after recent pullback and ahead of a busy Summer of events for the brand. (BUY PT:$112)
- With de-stocking headwinds largely in the rear view for Kerry Group, we are reiterating our BUY rating on the stock. (BUY PT: €92)
- Following a week when Apple dominated the headlines due to the launch of its Apple Intelligence. We believe it is worthy reiterating our BUY recommendation on Microsoft as we expect them to continue playing a leading role in the wider adoption of AI. (BUY PT: $479)
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Latest Weekly Traders
Weekly Trader and Bond Markets 17.06.2024- Nike, Kerry Group & Microsoft
Weekly Trader | 17.06.2024
Weekly Trader and Bond Markets 10.06.2024- CRH, Uniphar & Smurfit Kappa Group
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Weekly Trader and Bond Markets 29.04.24 - Flutter, Cairn Homes & Roche Holdings
Weekly Trader | 29.04.2024
Weekly Trader and Bond Markets 22.04.24 - Deere & Co, Grafton Group & Microsoft
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Weekly Trader & Bond Markets 15.04.2024 - FBD Holdings, IRES REIT & PayPal
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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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