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 | 21.03.2025
Daily Note 21/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was another mixed session for equity markets yesterday with US equities (S&P500 -22bps; Nasdaq -33bps) and European equities (Eurostoxx600 -0.43bps) ending marginally in the red as trade policy uncertainty and macro concerns weighed on investor sentiment. From an economic standpoint the key focus in the currency bloc will be on consumer confidence data for March. In the US we get new homes sales for February and March consumer confidence data.
- Stock: We have updates on earnings releases from FedEx and Nike along with meetings held yesterday with the management teams of Supermarket Income REIT and PTSB. (Comment attached)
- Debt: Core bond yields were little changed yesterday in a day of light economic data releases.
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 | 24.06.2024
Weekly Trader and Bond Markets 24.06.2024- Smurfit Kappa Group, Shell & Newmont Corp
Opportunities this week:
- We are reiterating our BUY rating on Smurfit Kappa Group following the favourable news flow for the stock last week. (BUY PT: €47.50)
- Following further EU sanctions on Russian LNG and the acquisition of Pavilion Energy last week. We are reiterating our BUY rating on Shell. (BUY PT: £34)
- We are dropping our coverage of Newmont due to operational issues and the fact we no longer see it as a suitable proxy for the gold price. (Dropping Coverage)
Latest Daily Note
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
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
Latest Weekly Traders
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
Weekly Trader and Bond Markets 20.05.24 - Roche Holdings, Ryanair & Alphabet
Weekly Trader | 20.05.2024
Weekly Trader and Bond Markets 13.05.24 - Cairn Homes, Ryanair & FBD Holdings
Weekly Trader | 13.05.2024
Weekly Trader and Bond Markets 07.05.24 - CRH, Shell & Alphabet
Weekly Trader | 07.05.2024
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
Weekly Trader | 22.04.2024
Latest Investment Journals
Latest Research notes
Research Note - Barclays - May 2023
Research note | 04.05.2023
Research Note - IRES - Apr 2023
Research note | 25.04.2023
Research Note - ASML - Apr 2023
Research note | 20.04.2023
Research Note - ICG - Apr 2023
Research note | 18.04.2023
Research Note - Nestle - Apr 2023
Research note | 14.04.2023
Research Note - Engie - Apr 2023
Research note | 13.04.2023
Research Note - Amazon - Apr 2023
Research note | 06.04.2023
Research Note - Disney - Apr 2023
Research note | 04.04.2023
Research Note - PTSB - Apr 2023
Research note | 04.04.2023
Research Note - Bank of Ireland - Mar 2023
Research note | 09.03.2023
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
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