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 | 04.12.2024
Daily Note 04/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: US markets rose slightly yesterday with the S&P500 and the Nasdaq moved higher as the recent rally showed signs of running out of steam. Also, in Europe, the Stoxx 600 broad index had a positive day rising slightly in spite of continued political uncertainty in France. Today is a busy economics data day. Later this morning, we have French, German, UK and Eurozone Composite and Services PMIs. EU PPI is released at 10am, followed by Ireland’s unemployment rate. Important US releases include Mortgage Applications, ADP Employment, Composite and Services PMIs, ISM services, Factory Orders, Durable Goods Orders, as well as the Fed’s Beige book release. Subdued readings are generally expected across the board.
- Stock: We have updates on our recent meeting with Glanbia’s CEO along with Rio Tinto’s guidance for 2025. (Comment attached)
- Debt: Core bond yields moved higher in the US yesterday following positive Jolts Job Openings 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 | 16.01.2023
Weekly Trader and Bond Markets 16/01/2022 - Volkswagen AG-Pref, Kingspan Group PLC, Microsoft Corp
Latest Daily Note
Daily Note 04/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.12.2024
Daily Note 03/12/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.12.2024
Daily Note 29/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 29.11.2024
Daily Note 28/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.11.2024
Daily Note 27/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.11.2024
Daily Note 26/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.11.2024
Daily Note 22/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.11.2024
Daily Note 21/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.11.2024
Daily Note 20/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.11.2024
Daily Note 19/11/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 19.11.2024
Latest Weekly Traders
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
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
Latest Investment Journals
Latest Research notes
Research Note - Barclays - Apr 2022
Research note | 22.04.2022
Research Note - Rio Tinto - Apr 2022
Research note | 22.04.2022
Research Note - Sanofi - Apr 2022
Research note | 22.04.2022
Research Note - AIB - Apr 2022
Research note | 22.04.2022
Research Note - PTSB - Apr 2022
Research note | 13.04.2022
Research Note - Alphabet - Apr 2022
Research note | 07.04.2022
Research Note - ICG - Mar 2022
Research note | 22.03.2022
Research Note - Engie - Mar 2022
Research note | 22.03.2022
Research Note - CRN - Mar 2022
Research note | 22.03.2022
Research Note - CRN - Mar 2022
Research note | 22.03.2022
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.