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 | 28.03.2025
Daily Note 28/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets were weaker yesterday as the Stoxx 600, the S&P500, and the Nasdaq each ended in the red. Weakness was primarily driven by US tariffs on auto imports, re-igniting concerns about the expanding trade war, offsetting earlier data that showed higher than estimated growth. Looking ahead to today, all eyes will be on the release of the Fed’s preferred inflation gauge, core PCE out at 12:30, which is expected to accelerate modestly to 2.7% YoY for February.
- Stock: Yesterday TotalEnergies published its Sustainability & Climate report for 2025. (Comment Attached)
- Debt: US bond yields were little changed yesterday ahead of today’s key inflation 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 | 06.08.2024
Weekly Trader and Bond Markets 06.08.2024 - PTSB, Kerry Group and PayPal
Opportunities this week:
- We are reiterating our BUY rating on PTSB following the release of the company’s H1 earnings last Thursday. (BUY PT: €1.83)
- Following the release of Kerry Group H1 results last week, we are reiterating our BUY on the stock with an increased price target. (BUY PT: €102)
- We are highlighting PayPal after its entry into our analyst conviction list last week. (BUY PT: €89)
Latest Daily Note
Daily Note 28/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.03.2025
Daily Note 27/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.03.2025
Daily Note 25/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.03.2025
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
Latest Weekly Traders
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
Weekly Trader and Bond Markets 04.06.2024- LVMH, Visa & DCC
Weekly Trader | 04.06.2024
Latest Investment Journals
Latest Research notes
Research Note - SUPR - June 2023
Research note | 13.06.2023
Research Note - Allianz- June 2023
Research note | 07.06.2023
Research Note - Microsoft - June 2023
Research note | 02.06.2023
Research Note - Cairn Homes - June 2023
Research note | 01.06.2023
Research Note - DCC - May 2023
Research note | 31.05.2023
Research Note - Alphabet - May 2023
Research note | 30.05.2023
Research Note - Datalex - May 2023
Research note | 26.05.2023
Research Note - Deere - May 2023
Research note | 25.05.2023
Research Note - Total Energies - May 2023
Research note | 17.05.2023
Research Note - Uniphar - May 2023
Research note | 12.05.2023
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.