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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 | 07.11.2024
Daily Note 07/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Markets were mixed yesterday, with European equities down slightly, whilst both the S&P 500 and the Nasdaq jumped by 2.53% and 2.95% respectively, as US stocks rallied on the back of a Trump victory. In the day ahead, in Europe, Ireland CPI is to be released at 11:00 and the BOE rate decision at 12:00, where a 25bps cut is expected. In the US, Initial Jobless Claims at 13:30 are expected to increase, but all eyes will be on the Fed’s interest rate decision at 19:00.
- Stock: CRH reported solid Q3 numbers and reaffirmed full year guidance. We have increased out price target to £89. (Comment attached)
- Debt: Bond yields in the US moved higher yesterday driven by the ‘Trump Trade’. In Europe yields were mixed following a range of economic data releases.
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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 | 22.05.2023
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Latest Daily Note
Daily Note 07/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 07.11.2024
Daily Note 06/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 05/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 01/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 31/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 31.10.2024
Daily Note 30/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 30.10.2024
Daily Note 25/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.10.2024
Daily Note 24/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.10.2024
Daily Note 23/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 22/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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