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 | 28.05.2025
Daily Note 28/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets had a broadly positive day yesterday with the S&P500 up +2.05% and the Nasdaq up +2.47%. Europe also rose but by less with a +0.33% increase. Economic releases today include French Consumer Spending, Payrolls and PPI. From Germany, we get Unemployment data. Ireland releases its Retail Sales figures for April, and the ECB announces 1- and 3-year CPI expectations. In the US, we get MBA Mortgage Applications, Richmond Fed Manufacturing Index, and the Dallas Fed Services Activity. From the Central Bankers, the Fed releases its FOMC meeting minutes from the latest meeting and Kashkari will be speaking.
- Stock: We have updates on Rio Tinto and Dalata. (Comment attached)
- Debt: Core bond yields moved lower in the US yesterday despite higher-than-expected consumer confidence data.
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 | 12.08.2024
Weekly Trader and Bond Markets 12.08.2024 - Alphabet, Bank of Ireland & Cairn Homes
Opportunities this week:
- We are reiterating our BUY rating on Alphabet with an updated price target. (BUY PT: $191)
- We are increasing our price target on Bank of Ireland after a positive meeting with management last week. (BUY PT: €11.70)
- We are highlighting our BUY rating on Cairn Homes following a recent pull-back in the share price and data released by MyHome.ie. (BUY PT: €2)
Latest Daily Note
Daily Note 28/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.05.2025
Daily Note 27/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.05.2025
Daily Note 23/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.05.2025
Daily Note 22/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.05.2025
Daily Note 21/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.05.2025
Daily Note 20/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.05.2025
Daily Note 16/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.05.2025
Daily Note 15/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.05.2025
Daily Note 14/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.05.2025
Daily Note 13/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.05.2025
Latest Weekly Traders
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
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
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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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