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 | 26.08.2025
Daily Note 26/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Debt: Equity markets had a negative day yesterday with Europe down 0.44%, the S&P500 0.43% and the Nasdaq 0.22%, as rate cut euphoria eased, and focus shifted to Friday’s upcoming PCE number and the subsequent Fed meetings after September. Investors also await Nvidia’s critical earnings report after the close on Wednesday. In the US, two sectors were in positive territory and 81% of stocks ended lower. Communication Services (+0.43%) and Energy (0.26%) were the lone positives while Consumer Staples (-1.62%) and Health Care were weakest. Keurig Dr Pepper was the biggest loser, dropping 11.5% after announcing an $18b acquisition of Dutch coffee company JDE Peet’s. In Europe, Energy (+0.11%) was the only positive sector. Of the other ten, Utilities (-1.06%) and Industrials (-0.85%) were worst. JDE Peet’s was up 17% on news of the Dr Pepper deal.In macro news yesterday the French parliament has been recalled early so President Bayrou can call a confidence vote on September 8th, to force parties to take a position on his budget plan. The announcement caused a selloff in domestic assets. In the US, President Trump said he wanted to do more deals like the government’s equity deal in Intel. Overnight, President Trump moved to oust Fed Governor Lisa Cook after allegations she falsified documents on mortgage applications. Cook is likely to sue to challenge her removal.
- Stock: Ryanair: (Overweight: PT €29.50, Upside 12%). Details of the company’s upcoming AGM. Apple: (Neutral: PT $223). Details in relation to the lawsuit brought forward by Elon Musk
- Debt: OAT/Bunds widened to highest closing level since April at 75bps following the announcement by French PM Bayrou that a confidence vote in the Government would take place on September 8th.
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 | 04.12.2023
Weekly Trader & Bond Markets 4/12/2023 – Ryanair, GSK & Rio Tinto
Latest Daily Note
Daily Note 26/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.08.2025
Daily Note 22/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.08.2025
Daily Note 21/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.08.2025
Daily Note 20/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.08.2025
Daily Note 19/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.08.2025
Daily Note 15/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.08.2025
Daily Note 14/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.08.2025
Daily Note 12/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.08.2025
Daily Note 08/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.08.2025
Daily Note 07/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.08.2025
Latest Weekly Traders
Weekly Trader & Bond Markets 4/12/2023 – Ryanair, GSK & Rio Tinto
Weekly Trader | 04.12.2023
Weekly Trader & Bond Markets 27/11/2023 – Aviva, Amazon.com & Nestlé SA
Weekly Trader | 27.11.2023
Weekly Trader & Bond Markets 13/11/2023 – Ryanair, Microsoft & TotalEnergies SE
Weekly Trader | 13.11.2023
Weekly Trader & Bond Markets 06/11/2023 – Ryanair, Kingspan PLC & ASML
Weekly Trader | 06.11.2023
Weekly Trader & Bond Markets 31/10/2023 – Amazon.com, Smurfit Kappa & Carlsberg AS
Weekly Trader | 31.10.2023
Weekly Trader & Bond Markets 23/10/2023 – GSK, FedEx Corp & Engie SA
Weekly Trader | 23.10.2023
Weekly Trader & Bond Markets 16/10/2023 – Sanofi, Amazon.com Inc & Kerry Group PLC
Weekly Trader | 16.10.2023
Weekly Trader & Bond Markets 09/10/2023 – Smurfit Kappa, Alphabet Inc & LVMH
Weekly Trader | 09.10.2023
Weekly Trader & Bond Markets 02/10/2023 – Ryanair, Supermarket Income REIT & Fedex Corp
Weekly Trader | 02.10.2023
Weekly Trader & Bond Markets 25/09/2023 - CRH PLC, Cairn Homes PLC & Microsoft Corp
Weekly Trader | 25.09.2023
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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