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 | 12.03.2025
Daily Note 12/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equities were weak again yesterday, as the S&P500 (-76bps), the Nasdaq (-18bps) and the Eurostoxx600 (-170bps) each moved lower with escalating trade wars with the US continuing to dampen investor risk appetite. In economic news today, the Bank of Canada is expected to cut rates by 25bps. Out of the US, we will have MBA mortgage applications, February CPI data, and the Federal Budget balance. In Europe, the ECB will publish its wage tracker, whilst Lagarde and seven others are also set to speak
- Stock: We have an update on our recent meeting with the management of Greencoat Renewables. (Comment attached)
- Debt: Core bond yields moved higher in the US yesterday ahead of today’s CPI release
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 | 29.07.2024
Weekly Trader and Bond Markets 29.07.2024- Ryanair, CRH & Greencoat Renewables
Opportunities this week:
- We are reiterating our BUY rating on Ryanair after issuing a research note on the share last week. (BUY PT: €19.50)
- Following the potentially positive read through for CRH from peer Saint Gobain’s H1 earnings last Friday, we are reiterating our BUY on the stock. (BUY PT: $93.10)
- We are reiterating our BUY rating on Greencoat Renewables after the company’s NAV per share for June increased on the March reading. (BUY PT: €1.20)
Latest Daily Note
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
Daily Note 07/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 07.03.2025
Daily Note 06/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 06.03.2025
Daily Note 05/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.03.2025
Daily Note 04/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.03.2025
Daily Note 28/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.02.2025
Daily Note 27/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.02.2025
Daily Note 25/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.02.2025
Daily Note 21/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.02.2025
Latest Weekly Traders
Weekly Trader and Bond Markets 29.07.2024- Ryanair, CRH & Greencoat Renewables
Weekly Trader | 29.07.2024
Weekly Trader and Bond Markets 22.07.2024- Ryanair, Dalata & Uniphar
Weekly Trader | 22.07.2024
Weekly Trader and Bond Markets 15.07.2024- Smurfit WestRock, L'Oreal & Irish Continental Group
Weekly Trader | 15.07.2024
Weekly Trader and Bond Markets 08.07.2024- Cairn Homes, Visa & DCC
Weekly Trader | 08.07.2024
Weekly Trader and Bond Markets 01.07.2024- GSK, Kingspan & Glanbia
Weekly Trader | 01.07.2024
Weekly Trader and Bond Markets 24.06.2024- Smurfit Kappa Group, Shell & Newmont Corp
Weekly Trader | 24.06.2024
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
Weekly Trader | 10.06.2024
Weekly Trader and Bond Markets 04.06.2024- LVMH, Visa & DCC
Weekly Trader | 04.06.2024
Weekly Trader and Bond Markets 27.05.24 - Grafton Group, Microsoft & AstraZeneca
Weekly Trader | 27.05.2024
Latest Investment Journals
Latest Research notes
Research Note - SUPR - June 2023
Research note | 13.06.2023
Research Note - Allianz- June 2023
Research note | 07.06.2023
Research Note - Microsoft - June 2023
Research note | 02.06.2023
Research Note - Cairn Homes - June 2023
Research note | 01.06.2023
Research Note - DCC - May 2023
Research note | 31.05.2023
Research Note - Alphabet - May 2023
Research note | 30.05.2023
Research Note - Datalex - May 2023
Research note | 26.05.2023
Research Note - Deere - May 2023
Research note | 25.05.2023
Research Note - Total Energies - May 2023
Research note | 17.05.2023
Research Note - Uniphar - May 2023
Research note | 12.05.2023
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.