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 | 01.10.2025
Daily Note 01/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity Markets: Global equity markets closed higher yesterday as investors brushed off concerns about a potential U.S. government shutdown. The S&P500 finished up +0.41% and the Nasdaq rose +0.30%, Europe was up +0.48%. In the US, seven of the eleven sectors were in positive territory and 60% of stocks ended higher. Health Care (+2.45%) and IT (+0.86%) were the best performers. Energy (-1.07%) and Consumer Discretionary (-0.55%) were weakest. Nvidia (+2.60%) hit a new intraday high after an analyst forecasted that AI capex from 2025 to 2029 will hit $2.8trillion. Pfizer jumped (+6.81%) after it agreed to cut certain drug prices by as much as 85% and sell directly to U.S. consumers in return for a three-year exemption from pharmaceutical tariffs. In Europe, nine of the eleven sectors were positive, with 67% of stocks ending higher. Health Care (+0.81%) and Communication Services (+0.81%) were strongest, while Energy (-1.98%) and Consumer Discretionary (-0.14%) were weakest.
- Macro: In macro news yesterday in the US, MNI Chicago PMI for September fell to 40.6 (43.3 est.) after 41.5 the prior month. JOLTS Job openings in the U.S. remained largely unchanged at 7.227m in August, while hiring slowed, indicating a gradual decline in labour demand. U.S. consumer confidence declined by 3.6 points in September to 94.2 (96.0 est.), reaching its lowest level in five months. In economic news out of Europe yesterday, Germany's seasonally adjusted unemployment rate remained steady at 6.3% in September, in line with economists’ expectations. German inflation rose faster than expected in September to 2.4% (2.2% est.), contributing to a broader uptick across the region, that should strengthen the European Central Banks determination to maintain interest rates on hold.In macro news today, over-night the U.S. government entered a shutdown after the Senate voted down a stop-gap funding bill on Tuesday, leaving little indication of a resolution. Concerns have emerged over potential delays to important economic reports, including the non-farm payrolls. President Trump also suggested he might use the shutdown as justification to carry out large-scale layoffs of federal employees and cut funding for programs he opposes.
- Stocks: Glanbia: (Overweight. €16.50: 18% upside): Yesterday Tirlán announced it would sell 17m shares of Glanbia. Further details in note.CRH: (Overweight. £102.80: 15.8% upside): Review of yesterday’s Investor Day in New York and price target increase.Flutter Entertainment: (Overweight. $293: 15% upside). Commentary on UK Chancellor Reeves indication on increased taxes on gambling companies, and price target decrease.
- Debt: Volatility in European bond markets remains very low with the front-end anchored by an on-hold ECB and 10-year Bunds trading around 2.75%.
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 | 11.03.2024
Weekly Trader & Bond Markets 11/03/2024 – Cairn Homes, Novartis AG & Allianz SE
- Cairn Homes
- Novartis AG
- Allianz SE
Latest Daily Note
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
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Daily Note 26/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 25/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 24/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 18/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 23/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 17/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 16/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 12/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
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
Weekly Trader & Bond Markets 15/1/2024 – Irish Residential Properties REIT, Cairn Homes & Grafton Group
Weekly Trader | 15.01.2024
Weekly Trader & Bond Markets 8/1/2024 – Flutter Entertainment, CRH & Ryanair Holdings PLC
Weekly Trader | 08.01.2024
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Research Note - ICG - Sept 2022
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Research Note - Aviva - Aug 2022
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Research Note - Antofagasta - Aug 2022
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Research Note - Engie - Aug 2022
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Research Note - Amazon - Aug 2022
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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
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