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 | 19.06.2024

Daily Note 19/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: It was another positive day for equities yesterday with the EuroStoxx600 up, whilst the Nasdaq and S&P500 both finished the day higher, as a rally in Semis (ex AMD and Intel) drove stocks to another record. Nvidia also drove higher on the day to become the world’s most valuable company.
  • Later today, in Europe, we have UK House Prices for April alongside EU Construction Output for April. Out of the US, which is closed for Juneteenth public holiday, we still have MBA Mortgage applications and NAHB Housing Market index data which is a key indicator of the health of the US housing market.
  • Stock: Following the recent underperformance in Ryanair’s shares, we held a call with the investor relations team yesterday. (Comment Attached)
  • Debt: Core bond yields moved marginally lower on the back of weaker than expected Retail Sales out of the US.

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 | 31.10.2023

Weekly Trader & Bond Markets 31/10/2023 – Amazon.com, Smurfit Kappa & Carlsberg AS

Latest Daily Note

Daily Note 19/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 19.06.2024

Daily Note 18/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 18.06.2024

Daily Note 14/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.06.2024

Daily Note 13/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 13.06.2024

Daily Note 12/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 12.06.2024

Daily Note 11/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.06.2024

Daily Note 07/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 07.06.2024

Daily Note 06/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 06.06.2024

Daily Note 05/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 05.06.2024

Daily Note 31/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.05.2024

Latest Weekly Traders

Weekly Trader & Bond Markets 31/10/2023 – Amazon.com, Smurfit Kappa & Carlsberg AS

Weekly Trader | 31.10.2023

Weekly Trader & Bond Markets 23/10/2023 – GSK, FedEx Corp & Engie SA

Weekly Trader | 23.10.2023

Weekly Trader & Bond Markets 16/10/2023 – Sanofi, Amazon.com Inc & Kerry Group PLC

Weekly Trader | 16.10.2023

Weekly Trader & Bond Markets 09/10/2023 – Smurfit Kappa, Alphabet Inc & LVMH

Weekly Trader | 09.10.2023

Weekly Trader & Bond Markets 02/10/2023 – Ryanair, Supermarket Income REIT & Fedex Corp

Weekly Trader | 02.10.2023

Weekly Trader & Bond Markets 25/09/2023 - CRH PLC, Cairn Homes PLC & Microsoft Corp

Weekly Trader | 25.09.2023

Weekly Trader & Bond Markets 18/09/2023 - CRH PLC, Flutter Entertainment PLC, Alphabet Inc

Weekly Trader | 18.09.2023

Weekly Trader & Bond Markets 11/09/2023 - CRH PLC, Flutter Entertainment PLC, Alphabet Inc

Weekly Trader | 11.09.2023

Weekly Trader & Bond Markets 04/09/2023 - Glanbia PLC, Rio Tinto Plc & Amazon

Weekly Trader | 04.09.2023

Weekly Trader & Bond Markets 28/08/2023 - Bank of Ireland, Ryanair Holdings PLC & Microsoft Corp

Weekly Trader | 28.08.2023

Latest Investment Journals

Latest Research notes

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

Research Note - Barclays - May 2023

Research note | 04.05.2023

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.