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 | 01.04.2025
Daily Note 01/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets were mixed yesterday, as the S&P500 (+55ps) finished higher on the day, whilst Eurostoxx600 (-153bps) and the Nasdaq (-14bps) both ended in the red. Later today, we have manufacturing PMI data for March out of the US, France, Germany, the UK, and the Eurozone. Additional data out of the US will include ISM prices paid and New Orders (Mar), JOLTS job openings, and US construction spending data (Feb). We will also get Eurozone CPI. Central bank speakers will include Lagarde, Vujcic, Cipollone, and Lane from the ECB, and Barkin from the Fed.
- Stock: Yesterday we met with the Chairman, Ronan Murphy, and Senior Independent Director, Emer Kilvarry, of Greencoat Renewables. (Comment attached)
- Debt: Core bond yields were little changed yesterday ahead of Trump’s reciprocal tariff announcement tomorrow.
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 01/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 01.04.2025
Daily Note 28/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.03.2025
Daily Note 27/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.03.2025
Daily Note 25/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.03.2025
Daily Note 21/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.03.2025
Daily Note 19/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 19.03.2025
Daily Note 14/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.03.2025
Daily Note 13/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.03.2025
Daily Note 12/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.03.2025
Daily Note 11/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.03.2025
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
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.