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 | 04.09.2024
Daily Note 04/09/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a very weak day for markets with the S&P 500 and the Nasdaq both in the red, as Nvidia fell sharply, taking the SOX semis index down -8%. This follows news that US Justice Department sent subpoenas to Nvidia and other companies, seeking evidence that the chipmaker may have violated antitrust laws. Earlier in Europe the Stoxx 600 broad index was down by 1%. Later this morning, we get services and composite PMIs out of UK, France, Germany and the Eurozone. July EU PPI is reported at 10am. Irish unemployment rate is at 11am, over in the US MBA mortgage application data is at 12pm, Trade Balance at 1.30pm, Jolts Job openings, and final July Factory and Durable Goods Orders at 3pm, then later in the evening the Fed’s Beige book and Wards Total Vehicle sales are released.
- Stock: We have earnings updates from both Cairn Homes and Dalata.
- Debt: Core bond yields moved lower yesterday driven by US PMI data.
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 | 07.02.2023
Weekly Trader and Bond Markets 07/02/2023 - Smurfit Kappa, GSK & TotalEnergies SE
Latest Daily Note
Daily Note 04/09/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.09.2024
Daily Note 03/09/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.09.2024
Daily Note 30/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 30.08.2024
Daily Note 29/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 29.08.2024
Daily Note 28/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.08.2024
Daily Note 27/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.08.2024
Daily Note 23/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.08.2024
Daily Note 22/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.08.2024
Daily Note 21/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.08.2024
Daily Note 20/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.08.2024
Latest Weekly Traders
Weekly Trader and Bond Markets 07/02/2023 - Smurfit Kappa, GSK & TotalEnergies SE
Weekly Trader | 07.02.2023
Weekly Trader and Bond Markets 30/01/2023 - Ryanair Holdings PLC, Alphabet Inc, Sanofi
Weekly Trader | 30.01.2023
Weekly Trader and Bond Markets 23/01/2023 - iShares MSCI China UCITS ETF, JP Morgan Emerging Markets Investment Trust & iShares Nasdaq 100 UCITS ETF
Weekly Trader | 23.01.2023
Weekly Trader and Bond Markets 16/01/2022 - Volkswagen AG-Pref, Kingspan Group PLC, Microsoft Corp
Weekly Trader | 16.01.2023
Weekly Trader and Bond Markets 09/01/2022 - Ryanair Holdings PLC, Alphabet Inc, Irish Residential Properties REIT
Weekly Trader | 09.01.2023
Weekly Trader and Bond Markets 12/12/2022 - Ryanair, Supermarket Income REIT & Apple
Weekly Trader | 12.12.2022
Weekly Trader and Bond Markets 05/12/2022 - Barclays, Volkswagen, TotalEnergies
Weekly Trader | 05.12.2022
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
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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