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.

Daily Note – 11/10/2019 Market View: Markets rise on open trade and Brexit, Tullow, Hugo Boss, Brexit, SAP

European shares have opened strongly this morning after positive tones on both the trade and Brexit fronts. Donald Trump said the talks with the Chinese delegation went “really well” and will continue on later today. Adding further to this was the positive comments from both Leo Varadkar and Boris Johnson who see a “pathway” to a Brexit deal. Both cyclical equities and Irish equities specifically are rallying on the news this morning. Energy (aided by the stronger oil price), Financials, Materials and Industrials are the outperforming sectors. Of the Irish names, AIB, Dalata Hotel Group, Glenveagh and Irish Continental Group have all risen by over 5% this morning.



Daily Note – 10/10/2019 Market View:Europe Weaker, Ryanair, Mondi, LVMH

Daily Note – 09/10/2019 Market View: Europe Rebounds, Brexit, Impeachment, Budget, GVC

Daily Note – 08/10/2019 Market View: Markets Lower, Trade, easyJet, SIG, Employment, Aryzta

Daily Note – 04/10/19 Market View: Markets Open Positive, Core Portfolio, PepsiCo, Apple, Aryzta

Daily Note – 03/10/19 Market View: Markets Open Positive, WTO, Brexit, US Autos, UK Retail, Datalex

Daily Note 02/10/19 – Market View: Markets Lower, Economic Data, Brexit, Grafton, Flutter

01/10/2019 – Market view: Markets Positive, Brexit, WeWork, Providence Resources, Merian GE Absolute Return, Origin Enterprises

27/09/2019 – Market view: Markets Positive, French Tax Cuts, US Housing, Micron

26/09/2019 – Market view: Markets Positive, Trump, Brexit, ECB, Greencore