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 | 07.10.2025
Daily Note 07/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Equity Markets: US equities had a strong rally yesterday as AI momentum continued to lift the wider market. The S&P500 increased +0.36%, the Nasdaq rose +0.71% whilst European stocks finished the day flat. In the US seven of eleven sectors were positive with 47.5% of stocks higher on the day. Consumer Discretionary (+1.04%) and Utilities (+0.98%) were the strongest sectors. Real Estate (-0.99%) and Consumer Staples (-0.59%) were the weakest. AMD shares jumped +23.7% after OpenAI agreed a partnership with the chipmaker, with analysts estimating that the deal could add $70-$100bn in AI revenue through to 2030 for AMD. Tesla also had a strong day, climbing +5.4% after announcing it plans on releasing a cheaper version of the Model Y. In Europe four of eleven sectors were positive with 44.7% of companies higher. Energy (+1.3%) and Information Technology (+1.26%) were the strongest sectors. Consumer Discretionary (-0.90%) and Industrials (-0.54%) were the weakest. SEB, the French household appliance company had a bad day, with shares falling -21.4% after the company cut its full year sales forecast.
- Macro:In macro news yesterday, Sebastien Lecornu, the French PM resigned, blaming interagency groups in the countries divided parliament, for not supporting the government. The resignation came after PM failed to agree on a new cabinet with both parties. The CAC40 sold off -1.4% whilst the 10-year note rose 9bps to 3.6%. In the US President Trump announced a 25% tariff on medium and heavy-duty trucks that will be introduced on November 1st. In the UK, Construction PMI data for September came in stronger than expected with the index moving to 46.2 (est 46.0). Retail sales in Europe for August came in line with expectations at +0.1%. In macro news today, from a political perspective all eyes will be on France as President Macron has offered Sebastien Lecornu 48 hours to negotiate with political parties to define a platform for action and stability for the country going forward. In the US, the market will be keen to see if there is any resolution to the government shut down. US trade balance data for August is due to be published later today (if government reopens) with estimates projected to be a deficit of -$61.0bn. From central bankers today, in Europe we have the ECB’s Nagel and Lagarde. From the Fed we have Bostic, Bowman, Miran and Kashkari
- Stocks: Shell (Overweight PT:3100p, 13% Upside): Key takeaways from the company’s pre-results update released this morning. Smurfit Westrock (Overweight PT: $52.80, 31% Upside): Details on Mondi’s results and the potential impact it has on Smurfit.
- Debt: All about France yesterday in the Eurozone fixed income space. French OATs closed 4bps wider on the day to Bunds (85bps), while Italian BTPs have now fully converged with 10yr France in yield terms (c. 3.57%).
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 Research | 20.01.2023
Cantor Fitzgerald Quarterly Investment Journal - Winter 2023
- Asset Allocation
- Focus Feature: Paschal Donohoe on What's Next for Ireland. We hosted an exclusive sit-down conversation with then Minister for Finance, Paschal Donohoe, at our Dublin offices in November, in which the Minister shared his valuable insights with Finance Correspondent for The Currency, Sean Keyes.
- Analyst Conviction List: The investment case for our preferred names
- The Fund Edit: Latest update on our range of investment funds, ETFs and trusts
- Ethical Investing: Green Effects providing sustainable investment returns
- Corporate Finance News: Head of Corporate Finance, Conor McKeon, reviews a year of successful exits & provides a look forward to 2023
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 | 28.07.2025
Weekly Trader and Bond Markets 28.07.2025 - TotalEnergies, Rio Tinto & Nestle
Opportunities this week:
- Beyond the recent announcement of its second-quarter 2025 financial results, TotalEnergies has been active with several strategic initiatives across its operations, we retain our Overweight recommendation with a PT of €62. (c. 20% upside)
- Last week, there were a number of unrelated news items regarding Rio Tinto, we continue to rate the stock Overweight with a PT of 5590p.
- Following a mixed H1 trading statement from Nestle, we are upgrading our recommendation on Nestle from Neutral to Overweight with a revised PT of CHF87.76 from CHF86.00. (c.19.5% upside)
Latest Daily Note
Daily Note 07/10/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 23/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader and Bond Markets 28.07.2025 - TotalEnergies, Rio Tinto & Nestle
Weekly Trader | 28.07.2025
Weekly Trader and Bond Markets 14.07.2025 - Ryanair, GSK & Dalata
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Weekly Trader and Bond Markets 14.07.2025 - Cairn, GSK & Kingspan
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Weekly Trader and Bond Markets 07.07.2025 - Ryanair, LVMH & Shell
Weekly Trader | 07.07.2025
Weekly Trader and Bond Markets 30.06.2025 - PayPal, Diageo & Rio Tinto
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Weekly Trader and Bond Markets 23.06.2025 - LVMH, Supermarket Income REIT & Dalata Hotel Group
Weekly Trader | 23.06.2025
Weekly Trader and Bond Markets 16.06.2025 - Flutter, Molten Ventures PLC & GSK
Weekly Trader | 23.06.2025
Weekly Trader and Bond Markets 09.06.2025 - CRH, Uniphar & Aviva
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Weekly Trader and Bond Markets 03.06.2025 - Nike, Dalata & IRES REIT
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Weekly Trader and Bond Markets 26.05.2025 - Rio Tinto, Flutter & DCC
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Latest Investment Journals
Cantor Fitzgerald Quarterly Investment Journal - Winter 2023
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Cantor Fitzgerald Quarterly Investment Journal - Autumn 2022
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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.