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 | 08.07.2025
Daily Note 08/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets had a mixed day yesterday with the S&P500 down -0.79% and the Nasdaq falling -0.92%, as Trump announced the imposition of 25% tariffs on Japan, and South Korea, as well as the extension of the negotiation deadline to August 1st. Europe rose +0.44% before the deadline announcement. Economic releases today include Germany’s May Trade and Current Account balance. From the US, we get June’s NFIB Small Business Optimism index (est. 98.6 and 98.8 previously), followed by the NY Fed’s 1-Year Inflation Expectations for June (est. 3.13%, 3.2% previously). Then later, May’s US Consumer Credit data is released (est. $10.55tr). From the central bankers, only Nagel from the ECB is speaking.
- Stock: We have an update on Apple. (see page 2)
- Debt: Core bond market fell yesterday as Trump announced the imposition of tariffs on some trading partners and a further extension to August 1st that allow negotiations to continue
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 | 27.01.2025
Weekly Trader and Bond Markets 20.01.2025 - Kerry Group, Ryanair & IRES REIT
Opportunities this week:
- With the sale of Kerry’s Dairy Ireland division having gone through on the 31st of December, the company entered 2025 as a pure-play food ingredients company. This will be highlighted upon release of the company’s FY24 results in late February. BUY PT: €106.
- In our view, the pullback in Ryanair’s shares since mid-December (-7%) presents an attractive buying opportunity for investors, we also believe there is reason to be optimistic on the airline’s outlook for FY26. BUY PT: €21.80.
- We are optimistic that IRES REIT can reduce the significant discount it trades relative to NAV in 2025, driven by a number of supportive catalysts. BUY PT: €1.19.
Latest Daily Note
Daily Note 08/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 08.07.2025
Daily Note 04/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.07.2025
Daily Note 03/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.07.2025
Daily Note 02/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.07.2025
Daily Note 01/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 01.07.2025
Daily Note 27/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.06.2025
Daily Note 24/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.06.2025
Daily Note 18/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 18.06.2025
Daily Note 17/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 17.06.2025
Daily Note 13/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.06.2025
Latest Weekly Traders
Weekly Trader and Bond Markets 20.01.2025 - Kerry Group, Ryanair & IRES REIT
Weekly Trader | 27.01.2025
Weekly Trader and Bond Markets 13.01.2025 - GSK, Flutter & Glanbia
Weekly Trader | 13.01.2025
Weekly Trader and Bond Markets 17.12.2024 - IRES REIT, Glanbia and TotalEnergies
Weekly Trader | 17.12.2024
Weekly Trader and Bond Markets 09.12.2024 - Kingspan, Kerry Group & Uniphar
Weekly Trader | 09.12.2024
Weekly Trader and Bond Markets 02.12.2024 - DCC, Flutter & Smurfit Westrock
Weekly Trader | 02.12.2024
Weekly Trader and Bond Markets 25.11.2024 - Bank Of Ireland, GSK & CRH
Weekly Trader | 25.11.2024
Weekly Trader and Bond Markets 18.11.2024 - Kingspan, Dalata & DCC
Weekly Trader | 18.11.2024
Weekly Trader and Bond Markets 11.11.2024 - Greencoat Renewables, Kerry Group & Ryanair
Weekly Trader | 11.11.2024
Weekly Trader and Bond Markets 04.11.2024 - Ryanair, Grafton Group & Microsoft
Weekly Trader | 04.11.2024
Weekly Trader and Bond Markets 29.10.2024 - PTSB, Flutter & FedEx
Weekly Trader | 29.10.2024
Latest Investment Journals
Latest Research notes
Research Note - Smurfit Kappa - Aug 2023
Research note | 17.08.2023
Research Note - Kerry - Aug 2023
Research note | 10.08.2023
Research Note - Caterpillar - July 2023
Research note | 06.07.2023
Research Note - Nike - July 2023
Research note | 05.07.2023
Research Note - Alphabet - June 2023
Research note | 30.06.2023
Research Note - Aviva - June 2023
Research note | 27.06.2023
Research Note - Rio Tinto - June 2023
Research note | 23.06.2023
Research Note - Greencoat Renewable - June 2023
Research note | 20.06.2023
Research Note - Apple - June 2023
Research note | 15.06.2023
Research Note - Ryanair - June 2023
Research note | 14.06.2023
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.