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 | 25.07.2024
Daily Note 25/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a weak session for equities yesterday, as the Eurostoxx600, the Nasdaq, and the S&P500 all traded down in the worst day for equities since December 2022, as AI related technology stocks came under pressure. Later today, at 13:30pm out of the US, we have 2Q US GDP, which is expected to have expanded on last quarters reading, with Initial Jobless claims of 238k expected and Durable goods orders for Jun set to increase on the May reading.
- Stock: We have issued earnings updates on TotalEnergies, Nestle and Roche Holdings. (Comments Attached)
- Research Note Issued: We have issued a note on Ryanair reiterating our BUY rating on the stock following the recent selloff .
- Debt: Core Bond yields moved higher following the selloff in equity markets.
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 | 28.11.2022
Weekly Trader and Bond Markets 28/11/2022 - Cairn Homes, Kingspan Group Plc, Nike
Latest Daily Note
Daily Note 25/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 25.07.2024
Daily Note 24/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.07.2024
Daily Note 23/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.07.2024
Daily Note 19/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 19.07.2024
Daily Note 18/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 18.07.2024
Daily Note 17/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 17.07.2024
Daily Note 16/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.07.2024
Daily Note 12/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.07.2024
Daily Note 11/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.07.2024
Daily Note 10/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.07.2024
Latest Weekly Traders
Weekly Trader and Bond Markets 28/11/2022 - Cairn Homes, Kingspan Group Plc, Nike
Weekly Trader | 28.11.2022
Weekly Trader and Bond Markets 21/11/2022 - Deere & Co, Glanbia & CRH
Weekly Trader | 21.11.2022
Weekly Trader and Bond Markets 14/11/2022 - Microsoft, ASML & Volkswagen
Weekly Trader | 14.11.2022
Weekly Trader and Bond Markets 07/11/2022 - Aviva plc, Ryanair & Kingspan
Weekly Trader | 07.11.2022
Weekly Trader and Bond Markets 07/11/2022 - Aviva plc, Ryanair & Kingspan
Weekly Trader | 07.11.2022
Weekly Trader and Bond Markets 01/11/2022 - Apple Inc., Smurfit Kappa & Flutter Entertainment PLC
Weekly Trader | 01.11.2022
Weekly Trader and Bond Markets 24/10/2022 - Alphabet Inc, Greencoat Renewables Plc & Microsoft Corp
Weekly Trader | 24.10.2022
Weekly Trader and Bond Markets 17/10/2022 - Smurfit Kappa Group, Kingspan Group, ASML, Ryanair
Weekly Trader | 17.10.2022
Weekly Trader and Bond Markets 10/10/2022 - The Week Ahead, Ryanair, LVMH & Aviva PLC
Weekly Trader | 10.10.2022
Weekly Trader and Bond Markets 03/10/2022 - The Week Ahead & Market Update
Weekly Trader | 03.10.2022
Latest Investment Journals
Latest Research notes
Research Note - Vinci - Aug 2022
Research note | 12.08.2022
Research Note - Kingspan - Aug 2022
Research note | 08.08.2022
Research Note - Smurfit Kappa - Aug 2022
Research note | 04.08.2022
Research Note - ASML - July 2022
Research note | 21.07.2022
Research Note - Grafton - July 2022
Research note | 15.07.2022
Research Note - FedEx - July 2022
Research note | 13.07.2022
Research Note - Nike - July 2022
Research note | 01.07.2022
Research Note - Disney - June 2022
Research note | 24.06.2022
Research Note - Kingspan - June 2022
Research note | 22.06.2022
Research Note - Newmont - June 2022
Research note | 17.06.2022
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.