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
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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 | 26.02.2024
Weekly Trader & Bond Markets 26/02/2024 – IRES REIT, Ryanair, CRH
- Bank of Ireland
- Paypal
- Deere & Co
Latest Daily Note
Daily Note 16/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.09.2025
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Daily Note 11/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 10/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 09/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 05/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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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
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Daily Note 02/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 29/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader & Bond Markets 26/02/2024 – IRES REIT, Ryanair, CRH
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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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