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 | 06.02.2025
Daily Note 06/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equities had a positive session yesterday, as the Eurostoxx600 moved higher, led by gains in Novo Nordisk following its strong Q4 earnings release, whilst markets in the US also finished in positive territory, with the S&P500 and the Nasdaq both climbing higher. Later today, the main item of note is the BOE's February rate decision at 12:00, when it is expected to cut by 25bps. We will also have construction PMIs out of Germany and the UK, the Irish unemployment rate, and weekly jobless claims data out of the US. From central bankers, the Fed's Jefferson, Logan, and Waller will speak, Nagel and Escriva from the ECB, as well as Bailey from the BOE.
- Stock: We have an update on a report from Bloomberg that Apple may face a formal anti-trust investigation into its App store in China. (Comment attached)
- Debt: Core Bond yields moved lower yesterday ahead of the BOE’s rate decision later today along with comments from Bessent stating ‘Trump isn't calling for the Fed to lower rates’
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 | 06.06.2023
Weekly Trader & Bond Markets 06/06/2023 - Microsoft, TotalEnergies & Volkswagen
Latest Daily Note
Daily Note 06/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 06.02.2025
Daily Note 05/02/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.02.2025
Daily Note 31/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 31.01.2025
Daily Note 30/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 30.01.2025
Daily Note 29/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 29.01.2025
Daily Note 28/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.01.2025
Daily Note 24/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.01.2025
Daily Note 23/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.01.2025
Daily Note 22/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.01.2025
Daily Note 21/01/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.01.2025
Latest Weekly Traders
Weekly Trader & Bond Markets 06/06/2023 - Microsoft, TotalEnergies & Volkswagen
Weekly Trader | 06.06.2023
Weekly Trader & Bond Markets 29/05/2023 - CRH PLC, Kingspan Group PLC & Ryanair Holdings PLC
Weekly Trader | 29.05.2023
Weekly Trader & Bond Markets 22/05/2023 - ASML Holding NV, Aviva Plc, Ryanair Holdings Plc
Weekly Trader | 22.05.2023
Weekly Trader & Bond Markets 15/05/2023 - DCC Plc, Deere & Co and Bank of Ireland Group Plc
Weekly Trader | 15.05.2023
Weekly Trader & Bond Markets 08/05/2023 - TotalEnergies SE, Allianz SE & Cairn Homes PLC
Weekly Trader | 08.05.2023
Weekly Trader & Bond Markets 02/05/2023 - Bank of Ireland Group, Smurfit Kappa Group PLC & Apple Inc
Weekly Trader | 02.05.2023
Weekly Trader & Bond Markets 24/04/2023 - Alphabet, Microsoft & Caterpillar
Weekly Trader | 24.04.2023
Weekly Trader & Bond Markets 17/04/2023 - ASML Holding NV, Ryanair Holdings PLC & CRH PLC
Weekly Trader | 17.04.2023
Weekly Trader & Bond Markets 11/04/2023 - Greencoat Renewables PLC & Kingspan Group PLC
Weekly Trader | 11.04.2023
Weekly Trader & Bond Markets 03/04/2023 - TotalEnergies SE, Ryanair & FedEx
Weekly Trader | 03.04.2023
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
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