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 | 16.09.2025
Daily Note 16/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity: Equity markets had a positive day yesterday hitting new highs with the S&P500 +0.47% and the Nasdaq +0.93%, as traders positioned ahead of the expected Fed rate cut on Wednesday. Europe lagged but still rose +0.42%. In the US, despite the headline strength only five of eleven sectors were in positive territory, with only 39% of stocks ended higher. Communication Services and Consumer Discretionary were best. Consumer Staples and Healthcare were weakest. Alphabet rose 4.4% following news that its AI Gemini app became the top AI app in Apple App Store downloads. In Europe, seven of eleven sectors were in positive territory, with IT and Consumer Discretionary best, whilst Healthcare and Consumer Staples worst. Semiconductor stocks e.g. ASML and ASM International, led the way on average up 5%
- Macro: Economic releases today in Europe include the German ZEW Survey (Sep), EU Labour Costs (2Q) and EU Industrial Production (Jul). In the US we get Retail Sales (Aug), New York Fed Services Business Activity (Sep), Import/Export Prices (Aug), Industrial Production (Aug), Capacity Utilization (Aug), Business Inventories (Jul), and NAHB Housing Market Index (Sep).
- Stocks: PayPal: (Overweight PT $97 Upside 45%): Launch of a new service PayPal Links
- Debt: Despite the Fitch downgrade of France,10-year OAT-Bund spreads were pretty stable on the day, and other markets tightened to Bunds following the upgrades of Spain and Portugal
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 | 31.07.2025
Cantor Fitzgerald Quarterly Investment Journal - Q3 2025
- Discretionary Investments: An Active Approach is Key Given Geopolitical Uncertainties
- Focus Feature: Celebrating 10 Years of CFAM's 30 & 50 Multi-Asset Funds
- Cantor Fitzgerald Asset Management: The Latest Update on Our Funds
- Analyst Conviction List: CRH & Flutter
- Performance Data: The Most Recent Figures on Capital Protected 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 | 15.09.2025
Weekly Trader and Bond Markets 15.09.2025 - LVMH, Greencoat Renewables & Rio Tinto
Opportunities this week:
• LVMH (Overweight PT: €589 Upside 20.2%): Commenting on recent sell off and new opportunities for growth.
• Greencoat Renewables (Overweight PT: €1.01 Upside 36%): Release and comments on H1 results.
• Rio Tinto (Overweight PT: 5590p Upside 21%): Outline of investment case under new management and market environment.
Latest Daily Note
Daily Note 16/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.09.2025
Daily Note 12/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.09.2025
Daily Note 11/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.09.2025
Daily Note 10/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.09.2025
Daily Note 09/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.09.2025
Daily Note 05/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.09.2025
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
Latest Weekly Traders
Weekly Trader and Bond Markets 15.09.2025 - LVMH, Greencoat Renewables & Rio Tinto
Weekly Trader | 15.09.2025
Weekly Trader and Bond Markets 01.09.2025 - DCC PLC, ICG, Rio Tinto
Weekly Trader | 01.09.2025
Weekly Trader and Bond Markets 25.08.2025 - Smurfit Westrock, Glanbia & L'Oreal
Weekly Trader | 25.08.2025
Weekly Trader and Bond Markets 18.08.2025 - Diageo, Kingspan & Flutter
Weekly Trader | 18.08.2025
Weekly Trader and Bond Markets 11.08.2025 - Diageo, Kingspan & Flutter
Weekly Trader | 11.08.2025
Weekly Trader and Bond Markets 28.07.2025 - TotalEnergies, Rio Tinto & Nestle
Weekly Trader | 28.07.2025
Weekly Trader and Bond Markets 14.07.2025 - Ryanair, GSK & Dalata
Weekly Trader | 21.07.2025
Weekly Trader and Bond Markets 14.07.2025 - Cairn, GSK & Kingspan
Weekly Trader | 14.07.2025
Weekly Trader and Bond Markets 07.07.2025 - Ryanair, LVMH & Shell
Weekly Trader | 07.07.2025
Weekly Trader and Bond Markets 30.06.2025 - PayPal, Diageo & Rio Tinto
Weekly Trader | 30.06.2025
Latest Investment Journals
Cantor Fitzgerald Quarterly Investment Journal - Q3 2025
Investment Journal | 31.07.2025
Cantor Fitzgerald Quarterly Investment Journal - Q2 2025
Investment Journal | 30.05.2025
Cantor Fitzgerald Quarterly Investment Journal - Q1 2025
Investment Journal | 28.01.2025
Cantor Fitzgerald Quarterly Investment Journal - Q4 2024
Investment Journal | 30.10.2024
Cantor Fitzgerald Quarterly Investment Journal - Q3 2024
Investment Journal | 26.07.2024
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
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Latest Research notes
Research Note - Ryanair- Nov 2024
Research note | 11.11.2024
Research Note - Ryanair- July 2024
Research note | 25.07.2024
Research Note - L'Oreal - July 2024
Research note | 11.07.2024
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
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.