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 | 20.02.2025
Daily Note 20/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a mixed session for equity markets yesterday, as the Eurostoxx600 fell modestly, whilst the S&P500 and the Nasdaq were both in the green. Stocks in the US closed at all-time highs despite signals that the Federal Reserve is in no rush to cut interest rates. From an economic standpoint today, we have Ireland CPI released at 11:00 and Eurozone Consumer Confidence at 15:00. In the US, at 13:30 we get the Philadelphia Fed Business Outlook and Initial Jobless Claims, followed by the US Leading Index at 15:00. From Central Banks we have Makhlouf and Nagel from the ECB, as well as Goolsbee, Musalem, Barr and Kugler from the Fed.
- Stock: We have updates on FY24 results from Rio Tinto and IRES REIT. (Comment attached)
- Debt: Core bond yields moved higher yesterday driven by unfavourable UK inflation data along with the anticipated increase in defence expenditure in Europe
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 | 08.08.2023
Weekly Trader & Bond Markets 08/08/2023 - Kingspan Group PLC, Fedex Corp, Irish Residential Properties REIT
Latest Daily Note
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
Daily Note 13/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.02.2025
Daily Note 12/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.02.2025
Daily Note 11/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.02.2025
Daily Note 07/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 07.02.2025
Daily Note 06/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 06.02.2025
Daily Note 05/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.02.2025
Latest Weekly Traders
Weekly Trader & Bond Markets 08/08/2023 - Kingspan Group PLC, Fedex Corp, Irish Residential Properties REIT
Weekly Trader | 08.08.2023
Weekly Trader & Bond Markets 31/07/2023 - Smurfit Kappa, Rio Tinto & Bank of Ireland
Weekly Trader | 31.07.2023
Weekly Trader & Bond Markets 17/07/2023 - ASML, Rio Tinto & Smurfit Kappa
Weekly Trader | 17.07.2023
Weekly Trader & Bond Markets 10/07/2023 - Ryanair, Grafton Group & Kerry Group
Weekly Trader | 10.07.2023
Weekly Trader & Bond Markets 03/07/2023 - Cairn Homes PLC, Kingspan Group PLC & Aviva PLC
Weekly Trader | 03.07.2023
Weekly Trader & Bond Markets 26/06/2023 - GSK PLC, Greencoat Renewables PLC & Barclays PLC
Weekly Trader | 26.06.2023
Weekly Trader & Bond Markets 19/06/2023 - CRH PLC, FedEx Corp & Volkswagen AG
Weekly Trader | 19.06.2023
Weekly Trader & Bond Markets 12/06/2023 - Allianz, GSK & Technology Sector
Weekly Trader | 12.06.2023
Weekly Trader & Bond Markets 12/06/2023 - Allianz, GSK & Technology Sector
Weekly Trader | 12.06.2023
Weekly Trader & Bond Markets 06/06/2023 - Microsoft, TotalEnergies & Volkswagen
Weekly Trader | 06.06.2023
Latest Investment Journals
Latest Research notes
Research Note - ICG - Sept 2022
Research note | 08.09.2022
Research Note - Apple - Sept 2022
Research note | 07.09.2022
Research Note - Alphabet - Aug 2022
Research note | 31.08.2022
Research Note - Aviva - Aug 2022
Research note | 26.08.2022
Research Note - LVMH - Aug 2022
Research note | 25.08.2022
Research Note - Antofagasta - Aug 2022
Research note | 24.08.2022
Research Note - Engie - Aug 2022
Research note | 22.08.2022
Research Note - Disney - Aug 2022
Research note | 19.08.2022
Research Note - Amazon - Aug 2022
Research note | 18.08.2022
Research Note - Ryanair - Aug 2022
Research note | 17.08.2022
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.