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 | 04.09.2025
Daily Note 04/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets had a negative day yesterday with the S&P500 -0.69% and the Nasdaq -0.82% on their return to trading post Labour Day, amid rising Treasury yields and mounting uncertainty around the Federal Reserve and US trade policy. Europe faced a steeper decline down -1.5%. In the US, three sectors were in positive territory with 67% of stocks ending lower. Energy was the best performer (+0.23%), while Consumer Staples (+0.7%) and Health Care (+0.7%) stayed positive suggesting defensive positioning as we enter equity markets’ weakest month historically. The worst performing sectors were Real Estate (-1.74%) and Industrials (-1.06%) due to concerns about higher borrowing costs and slowing global growth. The biggest drag on the S&P was its 33% constituent, Information Technology (-0.97%) due to the sector’s sensitivity to the pressure rising yields put on growth stocks as well as China dependency risks. Alphabet was up +7% post market after a federal judge ruled in Google’s antitrust case that the company is not required to sell its Chrome web browser and is not barred from paying for browser placement, an arrangement it currently has with Apple (+3% post market). In European markets, ten of eleven sectors were negative, with Energy finishing flat. Similar to the US, Real Estate (-3.44%), Information Technology (-2.88%), and Industrials (-2.21%) were the worst performers. There were some positives however, with Luxury stocks LVMH (+1.85%) and Kering (+3.83%) higher. In macro news yesterday in Europe, Eurozone CPI increased 2.1% y/y in August vs 2% in July. Core CPI was unchanged at 2.3% and services inflation reduced from 3.2% to 3.1%. Services inflation is expected to fall further this year as wage growth slows, potentially enabling another rate cut in December. In the US, ISM Manufacturing contracted in August for a sixth successive month, albeit rising to 48.7 from 48, slightly less than the expected 49. New Orders improved, returning to expansion at 51.4, however production, exports, and employment continue to shrink signalling persistent challenges due to tariffs, higher costs, and weak demand. Economic releases today include US MBA Mortgage Applications, JOLTS Job Openings, Factory Openings, Durable Goods Orders and the Fed’s Beige Book. Eurozone and UK PMIs will be released this morning.
- Stocks: Carin Homes: (Overweight: PT €2.41, Upside 11.8%) Review of H1 results, with positive guidance change. Glanbia: (Overweight: PT €16.50, Upside 14.7%) We raise the PT following a meeting with the company and review of estimates.
- Debt: The selloff at the long end of bond markets continued apace yesterday as US investors returned from their long weekend.
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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 | 12.02.2024
Weekly Trader & Bond Markets 12/02/2024 – Amazon.com, GSK PLC, Rio Tinto
- Amazon.com
- GSK PLC
- Rio Tinto
Latest Daily Note
Daily Note 04/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.09.2025
Daily Note 03/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.09.2025
Daily Note 02/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.09.2025
Daily Note 29/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 29.08.2025
Daily Note 28/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.08.2025
Daily Note 27/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.08.2025
Daily Note 26/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.08.2025
Daily Note 22/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.08.2025
Daily Note 21/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.08.2025
Daily Note 20/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.08.2025
Latest Weekly Traders
Weekly Trader & Bond Markets 12/02/2024 – Amazon.com, GSK PLC, Rio Tinto
Weekly Trader | 12.02.2024
Weekly Trader & Bond Markets 06/02/2024 – Cairn Homes, Caterpillar & Microsoft Corp
Weekly Trader | 06.02.2024
Weekly Trader & Bond Markets 29/1/2024 – Ryanair, Flutter Entertainment & IRES REIT
Weekly Trader | 29.01.2024
Weekly Trader & Bond Markets 22/1/2024 – Supermarket Income REIT, GSK PLC & Microsoft Corp
Weekly Trader | 23.01.2024
Weekly Trader & Bond Markets 15/1/2024 – Irish Residential Properties REIT, Cairn Homes & Grafton Group
Weekly Trader | 15.01.2024
Weekly Trader & Bond Markets 8/1/2024 – Flutter Entertainment, CRH & Ryanair Holdings PLC
Weekly Trader | 08.01.2024
Weekly Trader & Bond Markets 18/12/2023 – FedEx Corp, Nike Inc & AstraZeneca PLC
Weekly Trader | 18.12.2023
Weekly Trader & Bond Markets 11/12/2023 – ASML, Alphabet & Flutter
Weekly Trader | 11.12.2023
Weekly Trader & Bond Markets 4/12/2023 – Ryanair, GSK & Rio Tinto
Weekly Trader | 04.12.2023
Weekly Trader & Bond Markets 27/11/2023 – Aviva, Amazon.com & Nestlé SA
Weekly Trader | 27.11.2023
Latest Investment Journals
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Research Note - Aviva - Aug 2022
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Research Note - Engie - Aug 2022
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Research Note - Amazon - Aug 2022
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Research Note - Ryanair - Aug 2022
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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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