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 | 16.02.2026
Daily Note 11/02/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Market Round Up: Global equities traded lower yesterday as investors paused after a recent rally in growth and momentum styles. The S&P500 fell 0.3%, the Nasdaq dropped 0.6% whilst the Eurostoxx 600 declined by 0.1%. Luxury consumer discretionary names lifted performance in Europe with Kering (+10.9%) and Ferrari (+10.2%) leading the way after both companies issued resilient outlooks in what has been a challenging market. In the US, Alphabet raised c.$32bn in debt funding in less than 24 hours, illustrating healthy investor demand as well as the enormous funding needs to support AI projects. US retail sales for the month of December came in weaker than expected at 0% (Est, 0.4%) as a bump in festive spending failed to materialise. The Federal Reserve’s Hammack also stated that rates could be on hold for “some time” unless the market showed new “material weakness”, further underscoring the importance of today's jobs data. Asian equity markets have started on a positive note this morning, in particular in Japan with stocks up 1.9%. The jump has been fuelled by expectations that Takaichi’s election win will support increased fiscal spending and cuts to sales taxes. In Hong Kong, the market is up 0.2% whilst in China, equities are 0.2% lower.
- Day Ahead and Market Drivers: Equities: In relation to macro news today, all focus will be on the release of US Nonfarm Payroll data for the month of January (Est, 68k), and the subsequent unemployment rate (Est. unchanged at 4.4%). Other prints to look out for include US MBA Mortgage Applications for the week ended the 6th February. Looking at earnings today, from a coverage perspective we have FY25 results from TotalEnergies and Smurfit Westrock. In wider Europe we have results from Heineken, Simens Energy and Dassault Systems. In the US we have results from McDonalds, Cisco, Kraft Heinz and AppLovin, to name just a few.
- Stocks in focus: TotalEnergies: (Overweight PT €65, +4%) - Update post Q4 and FY25 results.
- Bonds: Global bond yields fell yesterday with the US 10-year dropping 6bps to 4.14% as weak retail sales data indicated a strain on consumer spending whilst the NFIB Small Business Optimism index also moved lower to 99.3 (Est. 99.8). The German 10-year fell by 3bps to 2.81%. It’s a soft day for bond auctions; however, Germany will issue €1.5bn 2.5%, 2054 bonds as well as €1bn 2.9% 2056 bonds. Central bank speakers today include the ECB’s Cipollone and Schnable whilst Fed speakers include Schmid, Bowman and Hammack.
- Commodities: Gold weakened slightly yesterday, falling 0.6% but has already reversed those losses this morning, gaining 0.7% as traders see the price stabilising around $5000. Typically, yesterday was a more volatile day for silver, dropping 3.2% before rebounding this morning, up 2.7% as yesterday’s US retail sales data supported the theory for further rate cuts. WTI fell by 0.3% to $63.96 p/b as traders await diplomatic talks between the US and Iran. Some traders see the price rising to as high as $75 p/b (+17%) should talks fail and result in US strikes on Iran.
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 | 23.01.2024
Weekly Trader & Bond Markets 22/1/2024 – Supermarket Income REIT, GSK PLC & Microsoft Corp
- Supermarket Income REIT
- GSK PLC
- Microsoft Corp
Latest Daily Note
Daily Note 11/02/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.02.2026
Daily Note 10/02/2026 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.02.2026
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
Latest Weekly Traders
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
Weekly Trader & Bond Markets 18/12/2023 – FedEx Corp, Nike Inc & AstraZeneca PLC
Weekly Trader | 18.12.2023
Weekly Trader & Bond Markets 11/12/2023 – ASML, Alphabet & Flutter
Weekly Trader | 11.12.2023
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
Latest Investment Journals
Latest Research notes
Research Note - Aviva - May 2022
Research note | 27.04.2022
Research Note - DCC - Apr 2022
Research note | 26.04.2022
Research Note - GSK - May 2022
Research note | 24.04.2022
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
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.