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 | 29.05.2024

Daily Note 29/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: It was mixed session for equities yesterday as the EuroStoxx600 finished down, whilst in the US, the S&P500 was flat and the Nasdaq, driven by Nvidia, closed higher. Later today, MBA mortgage applications will be released out of the US at noon. At 1, we will have the May German CPI release when headline inflation is expected to have ticked up by 20bps to 2.4% on a YoY basis. Then at 7pm, the Fed will release its Beige Book. In terms of central bank speakers, we will have John Williams from the Fed and Villeroy will take the stand from the ECB.
  • Stock: Flutter’s shares were weak yesterday, ending the session down 7%, as the Illinois senate passed unfavourable legislation that includes hiking taxes on sports betting.
  • Debt: Core bond yields moved higher on strong US Consumer Confidence.

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 Research | 15.05.2024

Cantor Fitzgerald Quarterly Investment Journal - Q2 2024

  • Asset Allocation
  • Discretionary Investments: Asset Allocation Q2 2024
  • Wealth Management: Auto-Enrolment Pension System in Ireland: What You Need to Know
  • Analyst Conviction List: The investment case for our preferred names
  • Cantor Fitzgerald Asset Management: The latest update on our funds
  • Corporate Finance News: Real Estate’s Check-Up Q1 2024
  • Performance Data: The most recent figures on our structured products

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 | 27.05.2024

Weekly Trader and Bond Markets 27.05.24 - Grafton Group, Microsoft & AstraZeneca

Opportunities this week:

  • We believe it is an opportune time to highlight Grafton as a buying opportunity, with the upcoming general election in the UK a likely positive catalyst for the company. (BUY PT: £11.30)
  • We reiterate our BUY rating on Microsoft following the recent announcement of its new range of PCs which will be optimised for artificial intelligence tasks. (BUY PT: $479)
  • We reiterate our take profits call on AstraZeneca reflecting a stretched valuation in our view, we are also dropping the stock from our research coverage

Latest Daily Note

Daily Note 29/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 29.05.2024

Daily Note 28/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 28.05.2024

Daily Note 24/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 24.05.2024

Daily Note 23/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 23.05.2024

Daily Note 22/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 22.05.2024

Daily Note 21/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 21.05.2024

Daily Note 17/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 17.05.2024

Daily Note 16/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 16.05.2024

Daily Note 15/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 16.05.2024

Daily Note 14/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.05.2024

Latest Weekly Traders

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

Weekly Trader & Bond Markets 15.04.2024 - FBD Holdings, IRES REIT & PayPal

Weekly Trader | 15.04.2024

Weekly Trader & Bond Markets 09.04.2024 - FedEx, Supermarket Income REIT & Shell

Weekly Trader | 09.04.2024

Weekly Trader 02.04.2024- Kingspan, Smurfit Kappa & Aviva

Weekly Trader | 02.04.2024

Weekly Trader & Bond Markets 25.03.2024- Barclays, Visa & Supermarket Income REIT

Weekly Trader | 25.03.2024

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Latest Investment Journals

Cantor Fitzgerald Quarterly Investment Journal - Q2 2024

Investment Journal | 15.05.2024

Cantor Fitzgerald Quarterly Investment Journal - Winter 2024

Investment Journal | 31.01.2024

Cantor Fitzgerald Quarterly Investment Journal - Autumn 2023

Investment Journal | 08.11.2023

Cantor Fitzgerald Quarterly Investment Journal - Summer 2023

Investment Journal | 31.07.2023

Cantor Fitzgerald Quarterly Investment Journal - Spring 2023

Investment Journal | 21.04.2023

Cantor Fitzgerald Quarterly Investment Journal - Winter 2023

Investment Journal | 20.01.2023

Cantor Fitzgerald Quarterly Investment Journal - Autumn 2022

Investment Journal | 10.11.2022

Latest Research notes

Research Note - Glanbia PLC - May 2024

Research note | 21.05.2024

Research Note - Grafton Group - April 2024

Research note | 18.04.2024

Research Note - FBD - April 2024

Research note | 12.04.2024

Research Note - Supermarket Income REIT - April 2024

Research note | 04.04.2024

Research Note - Smurfit Kappa- March 2024

Research note | 27.03.2024

Research Note - Dalata - March 2024

Research note | 14.03.2024

Research Note - Caterpillar - Feb 2024

Research note | 29.02.2024

Research Note - Flutter - Jan 2024

Research note | 25.01.2024

Research Note - Apple - Jan 2024

Research note | 09.01.2024

Research Note - ASML - Dec 2023

Research note | 05.12.2023

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.