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 | 05.03.2025
Daily Note 05/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: US markets fell yesterday with the S&P 500 and Nasdaq down -1.22% and -0.35%. Europe was lower with the Stoxx 600 broad index falling -2.14%. Later this morning, in Europe, we have France, Germany, Eurozone and UK PMI releases, as well as the Ireland unemployment rate for February. In the US, we get MBA Mortgage Applications and the ADP Employment change, followed by PMI figures, Factory Orders, Durable Goods Orders and ISM Services. The Fed will release it Beige book at 19:00. From Central Banks, Bailey, Pill, Greene and Taylor from the BOE will be speaking.
- Stock: We have updates on AIB, Irish Continental Group, Flutter, and our recent meeting with the Glanbia investor relations team. (Comment attached)
- Debt: Core bond yields were flat in Europe yesterday but spiked overnight following Germany’s plan to increase its defence expenditure.
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 | 29.04.2024
Weekly Trader and Bond Markets 29.04.24 - Flutter, Cairn Homes & Roche Holdings
Opportunities this week:
- We reiterate our BUY rating on Flutter as we believe it presents an attractive opportunity for investors to add exposure to the name at a discount.
- We are reiterating our BUY rating on Cairn Homes ahead of its customary AGM trading update next week.
- Last week, we issued an update on Roche Holdings, reiterating our BUY rating with a price target of CHF280, which provides 26.7% upside for investors.
Latest Daily Note
Daily Note 05/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.03.2025
Daily Note 04/03/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.03.2025
Daily Note 28/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.02.2025
Daily Note 27/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.02.2025
Daily Note 25/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.02.2025
Daily Note 21/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.02.2025
Daily Note 20/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.02.2025
Daily Note 19/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 19.02.2025
Daily Note 18/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 18.02.2025
Daily Note 14/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.02.2025
Latest Weekly Traders
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
Weekly Trader & Bond Markets 19.03.2024- Dalata Hotel Group, Grafton Group & Greencoat Renewables
Weekly Trader | 19.03.2024
Weekly Trader & Bond Markets 11/03/2024 – Cairn Homes, Novartis AG & Allianz SE
Weekly Trader | 11.03.2024
Weekly Trader & Bond Markets 04/03/2024 – CRH PLC, Glanbia PLC & Novartis AG
Weekly Trader | 04.03.2024
Weekly Trader & Bond Markets 26/02/2024 – IRES REIT, Ryanair, CRH
Weekly Trader | 26.02.2024
Latest Investment Journals
Latest Research notes
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Research Note - Kingspan - Mar 2023
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Research Note - Allianz - Feb 2023
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Research Note - FedEx - Feb 2023
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Research Note - Apple - Feb 2023
Research note | 16.02.2023
Research Note - Smurfit Kappa - Feb 2023
Research note | 15.02.2023
Research Note - Microsoft - Feb 2023
Research note | 10.02.2023
Research Note - Alphabet - Feb 2023
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Research Note - LVMH - Feb 2023
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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.