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 | 09.02.2026
Daily Note 06/02/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Market Round Up: Yesterday, markets were generally weaker again in the US with the S&P500 -1.23% and the Nasdaq continuing its weak run down -1.59%, as AI related stocks continued to pull back with the Software sector down 5%. In Europe the Eurostoxx 600 was also down -1.05%. The ECB and BoE held rates as expected. In the US the Challenger Job cuts data spiked up again to 108k job cuts, with almost 50% of the cuts from three companies: Amazon, UPS and Dow Inc. Also released on the Jobs front was the JOLTS Job Openings and Layoffs level for December, with openings falling MoM and below estimates and higher MoM and above estimates. Finally, regarding employment in the US Initial Jobless Claims rose MoM and more than expected in the week ending Jan 31st. Ireland’s unemployment rate held steady at 4.7% and the UK’s January Construction PMI rose to 46.4 from 40.1 well above expectations of 42, which may point to a better market for UK exposed Grafton Group and Kingspan. Overnight Amazon reported earnings that were solid and better than expected, but its guidance for Q1 EBIT was light versus consensus and a Capex guide of $200bn was well above market estimates, which continues the theme seen with Alphabet and Microsoft. The stock fell 11% in the aftermarket. This morning Asian markets are mixed with Tokyo up 1.3%, but Hong Kong and China are down 1.1% and -0.6% respectively. The Yen strengthened 0.2% ahead of Japan’s weekend’s general election.
- Day Ahead and Market Drivers: Equities: On the macro front this morning’s German Industrial Production was weaker than expected at -0.6% vs 1.9% YoY estimated, and later today we get the University of Michigan Sentiment index for February where the expectation is for a lower level. On the results side it is relatively quiet with AerCap and Philip Morris reporting Q4 numbers.
- Stocks in focus: Greencoat Renewables (Overweight, PT €0.99 44% upside) - Update from meeting with management. Rio Tinto (Neutral PT 6120p 10% downside) - No deal for Glencore and thoughts on Rio’s copper business.
- Bonds: In Europe bond markets saw a bullish flattening of the Bund curve with outperformance of US Treasuries and Gilts driven by a dovish BoE vote. US long bond yields dropped 9bps, on weak jobs data. In the post ECB rates meeting, ECB’s President Lagarde reiterated that the ECB is “in a good place”.It is a quiet day on the Government bond auctions front with only the UK issuing shorter dated paper. The ECB’s Kocher and the BoE’s Pill will be speaking.
- Commodities: Following a c. 3% negative move in oil prices yesterday, this morning oil prices are higher by 1.3% ahead of planned talks between Iran and the US later Friday amid escalated tensions. Gold is up 1.7% and silver futures are down c. 6% after falling 9% yesterday, as the metal continues to pull back from recent highs. Bitcoin is up 3% this morning after a 28% drop over the last 10 days.
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 06/02/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.02.2026
Daily Note 05/02/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.02.2026
Daily Note 04/02/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.02.2026
Daily Note 30/01/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.02.2026
Daily Note 29/01/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.02.2026
Daily Note 28/01/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.02.2026
Daily Note 27/01/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.02.2026
Daily Note 23/01/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.01.2026
Daily Note 22/01/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.01.2026
Daily Note 21/01/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.01.2026
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
Latest Investment Journals
Latest Research notes
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
Research Note - Novartis - June 2022
Research note | 15.06.2022
Research Note - Caterpillar - June 2022
Research note | 10.06.2022
Research Note - Bank of Ireland - June 2022
Research note | 01.06.2022
Research Note - AstraZeneca - May 2022
Research note | 18.05.2022
Research Note - Allianz - May 2022
Research note | 13.05.2022
Research Note - Kingspan - May 2022
Research note | 10.05.2022
Research Note - Grafton - May 2022
Research note | 05.05.2022
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.