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 | 09.10.2025
Daily Note 08/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity Markets: Global equity markets declined yesterday as investors took a pause following a series of recent record highs. The S&P500 and the Nasdaq finished down -0.38% and -0.67% respectively. Europe was down -0.22%. In the US, five of the eleven sectors were in positive territory and 40% of stocks ended higher. Consumer Staples (+0.86%) and Utilities (+0.42%) were the best performers, whilst Consumer Discretionary (-1.43%) and Communication Services (-0.73%) were weakest. Oracle declined (-2.52%) following a report indicating that the company’s cloud computing profit margins are lower than previously expected. Tesla Inc. fell more than -4% after unveiling new versions of its best-selling models priced below $40,000. Flutter shares declined (-3.65%) after the New York Stock Exchange’s owner revealed plans to invest up to $2 billion in Polymarket, a cryptocurrency-based betting platform. In Europe, four of the eleven sectors were positive, with 40% of stocks ending higher. Consumer Staples (+0.67%) and Consumer Discretionary (+0.65%) were strongest, while IT (-0.80%) and Health Care (-0.54%) were weakest. LVMH rose (+3.63%), as Morgan Stanley upgraded the stock.
- Macro: In the US, inflation expectations for the one-year outlook rose to 3.38% in September, up from 3.20% in August, according to the New York Fed’s survey of consumer expectations. In economic news out of Europe, this morning German Industrial Production MoM surprised to the downside coming in at -4.3% (-1.0% est.) versus 1.3% in the prior month. In the Ireland budget, Finance Minister Paschal Donohoe announced a reduction in the exit tax that applies to Irish and offshore funds and exchange traded funds from 41% to 38%. There was no change to the deemed disposal rule. A new exemption from the 1% Stamp Duty on the acquisition of shares in Irish-registered companies is being introduced for companies with a market capitalisation of less than €1 billion. No change in DIRT and Capital gains tax. For economic releases today, in Europe we have Eurozone CPI and, in the US, MBA Mortgage Applications and the September FOMC meeting minutes will be released. From central bank speakers we have the ECB’s Escriva, Muller and Elderson, whilst from the Fed we have Goolsbee, Barr and Kashkari. The BOE’s Pill will also be speaking.
- Stocks: IRES (Overweight PT €1.26 30% upside): Update on IRES, in relation to the Irish Budget. Cairn Homes: (Overweight PT €2.46 27% upside): Update on Cairn, in relation to the Irish Budget. Bank of Ireland (Overweight PT €14.80 upside 3.6%): Update relating to yesterday’s announcement from the UK’s Financial Conduct Authority and PT increase.
- Debt: Bond markets in Europe closed relatively unchanged yesterday with the eagerly watched Bund/OAT spread oscillating around the 86bps mark.
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 | 25.03.2024
Weekly Trader & Bond Markets 25.03.2024- Barclays, Visa & Supermarket Income REIT
- Barclays
- Visa
- Supermarket Income REIT
Latest Daily Note
Daily Note 08/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.10.2025
Daily Note 07/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 07.10.2025
Daily Note 03/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.10.2025
Daily Note 02/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.10.2025
Daily Note 01/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 01.10.2025
Daily Note 30/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 30.09.2025
Daily Note 26/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.09.2025
Daily Note 25/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.09.2025
Daily Note 24/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.09.2025
Daily Note 18/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.09.2025
Latest Weekly Traders
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
Weekly Trader & Bond Markets 19/02/2024 – IRES REIT, Ryanair, CRH
Weekly Trader | 19.02.2024
Weekly Trader & Bond Markets 12/02/2024 – Amazon.com, GSK PLC, Rio Tinto
Weekly Trader | 12.02.2024
Weekly Trader & Bond Markets 06/02/2024 – Cairn Homes, Caterpillar & Microsoft Corp
Weekly Trader | 06.02.2024
Weekly Trader & Bond Markets 29/1/2024 – Ryanair, Flutter Entertainment & IRES REIT
Weekly Trader | 29.01.2024
Weekly Trader & Bond Markets 22/1/2024 – Supermarket Income REIT, GSK PLC & Microsoft Corp
Weekly Trader | 23.01.2024
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Research Note - Ryanair - Aug 2022
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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
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