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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 | 11.12.2025

Daily Note 10/12/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Equity Markets: Global equities had a relatively mixed day yesterday as investors brace for the Federal Reserve rate call later today. The S&P500 fell -0.09%, the Nasdaq gained +0.13% whilst European stocks dropped -0.10%.  In the US, six of eleven sectors were positive with 43% of companies moving higher on the day. Energy (+0.7%), and Consumer Staples (+0.3%) were the strongest. Healthcare (-1.0%) and Industrials (-0.7%) were the weakest. JP Morgan had a particularly weak day (-4.7%), after the largest bank in the US warned that it expects to see a higher cost base throughout 2026. The gold mining company, Newmont Corp saw its shares jump +5.7% as traders moved into precious metals ahead of the Fed’s rate cutting decision later. In Europe two of eleven sectors were positive with 42% of stocks rising on the day. Financials (+0.6%) and Consumer Staples (+0.2%) were the strongest. Healthcare (-0.7%) and Energy (-0.6%) were the weakest. German lawmakers approved a record €52bn spend on 29 military contracts to strengthen its army. Stocks like Hensoldt AG (+5.9%) and Rheinmetall (+3.6%) strengthened off the back of the news.
  • Macro: In macro news yesterday, US JOLTS Job Openings for October came in better than expected at 7670k (est. 7117k), its best report in 5 months, however it was offset by weaker hiring and layoffs which continued to indicate a soft labour market. In Europe, the German Chancellor Fredrick Merz critiqued elements of a new US national security strategy set forward by President Trump last week and acknowledged Europe must become more independent from the US in terms of security policy.  All the focus today will be on the Federal Reserve’s interest rate decision. At present traders are pricing in an 89% probability of a 25bps cut to 3.75% (at the upper bound). MBA Mortgage Applications for the week ended 5th of December will also be published alongside Personal Income data for October.
  • Stocks: Rio Tinto: (Overweight PT 6120p,+11% Upside): Details on Rio’s recent site visit for investors to their Argentina Lithium facility.
  • Debt: Bond yields have seen upward pressure in recent weeks driven by a couple of factors. Namely, Japanese long end yields have been rising ahead of the BOJ rate call next week whilst the market is also paring back expectations on the number of Fed cuts next year, now down to two.

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 | 02.04.2024

Weekly Trader 02.04.2024- Kingspan, Smurfit Kappa & Aviva

  • Kingspan
  • Smurfit Kappa
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Latest Daily Note

Daily Note 10/12/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.12.2025

Daily Note 09/12/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 05/12/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 04/12/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 03/12/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 27/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 26/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Daily Note 25/11/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

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Latest Weekly Traders

Weekly Trader 02.04.2024- Kingspan, Smurfit Kappa & Aviva

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Weekly Trader | 19.03.2024

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Weekly Trader & Bond Markets 12/02/2024 – Amazon.com, GSK PLC, Rio Tinto

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Weekly Trader & Bond Markets 29/1/2024 – Ryanair, Flutter Entertainment & IRES REIT

Weekly Trader | 29.01.2024

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Research Note - Amazon - Aug 2022

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Research Note - Grafton - July 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

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.