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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 | 11.08.2025

Daily Note 07/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: Global equities had a mixed day yesterday with the S&P500 up +0.73%, and Nasdaq up +1.21% while Europe was down -0.06%. In the US, six of the eleven sectors were positive with 47.7% of stocks trading higher. Most of the big tech names had positive days, none more so than Apple, the company’s shares rising +5.1% after it was confirmed the company will commit an additional $100bn to US domestic manufacturing., whereas Super Micro Computer saw its share price fall -18.3% following its lowered guidance. In Europe, BP had a noticeably good day, with the stock up +3.1% after CEO Murray Auchincloss confirmed the company will review its asset portfolio and costs with a promise to “do better” after years of underperformance. Health Care company Bayer AG fell -8.8% after its pharma business missed EBIT targets.In the US, MBA Mortgage Applications rose 3.1% for the week ended 1st August. In Europe, German factory orders came in lower than expected for June, with a contraction of -1.0% vs estimates of +1.1%. UK Construction PMI also fell for July, from 48.8 to 44.3. This morning in Germany June’s Industrial Production fell -3.6% YoY, worse than the –1.0% expected. Germany’s trade balance also fell in June to €14.9bn from €18.5bn previously, as imports grew more than expected. On the macro side today, the main focus will be on the Bank of England when policymakers will make an interest rate call at 12:00. It is expected the rate will be cut from 4.25% to 4.00%. In the US, initial jobless claims for the week ended 2nd August will be released at 13:30. Claims expected to rise by 4k to 222k. Final wholesale inventories for June will also be released at 15:00. In Ireland, the unemployment rate for July will be published alongside CPI. The unemployment rate is currently at 4.0% and inflation is at 1.8%.Central bank speakers today include the ECB’s Rehn and Fed’s Bostic.
  • Stocks: Last night after market close, CRH release a positive set of Q2 results. Revenue was a slight miss by -0.2% versus consensus, but adjusted EBITDA was +2.6% better. EPS came in +0.8% higher than anticipated. More importantly the company raised its guidance for full year EBITDA by +1.3% at the mid-point. We continue to appreciate CRH’s underlying market demand, its disciplined capital allocation and operational excellence and margin focus, thus are maintaining an Overweight rating, however we have a slightly revised PT of 8721p from 8950p, now incorporating a DCF valuation alongside previous peer-based multiples.This morning Allianz released a solid set of results, with a beat driven by the Property-Casualty segment. In terms of outlook, the company maintained its full year operating profit outlook of €15bn~€17bn. At the current run rate, the company will come in at the higher end of this range. Although we appreciate the quality of Allianz’s business, given the 130% total return from the stock over the last 3 years, and with limited positive catalysts from these results, we continue to rate the stock as a Neutral with a slightly upgraded PT of €328 from €322 (7% downside). The 4.4% dividend yield is below peer average.
  • Debt: Core bond yields were slightly higher, continuing the subdued moves of recent days on lack of market moving economic 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 | 31.03.2025

Weekly Trader and Bond Markets 31.03.2025 - Shell, Flutter & CRH

Opportunities this week:

  • Last week, Shell held its bi-Annual Capital Markets Day. Given the positive change in guidance provided and the solid upside to our £32.30 price target we are adding the name to our Analyst Conviction List.
  • More customer friendly results in the US for FanDuel, along the wider equity market selloff, has Flutter's shares down almost 20% over the past month. We reiterate our BUY rating on the stock, given there is now 28% upside to our $293 price target.
  • Our meeting with CRH's IR team last week highlighted management's generally positive outlook for the year ahead, following this, and some recent weakness in the shares, we reiterate our Buy rating with an unchanged price target £87.50.

Latest Daily Note

Daily Note 07/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2025

Daily Note 06/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2025

Daily Note 01/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.08.2025

Daily Note 31/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Daily Note 30/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Daily Note 29/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Daily Note 25/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Daily Note 24/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Daily Note 23/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Daily Note 18/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 31.07.2025

Latest Weekly Traders

Weekly Trader and Bond Markets 31.03.2025 - Shell, Flutter & CRH

Weekly Trader | 31.03.2025

Weekly Trader and Bond Markets 24.03.2025 - FBD, Kerry Group & Supermarket Income REIT

Weekly Trader | 24.03.2025

Weekly Trader and Bond Markets 18.03.2025 - DCC, Uniphar and Grafton Group

Weekly Trader | 24.03.2025

Weekly Trader and Bond Markets 10.03.2025 - Dalata, PTSB and IRES REIT

Weekly Trader | 10.03.2025

Weekly Trader and Bond Markets 03.03.2025 - Ryanair, PayPal and Irish Continental Group

Weekly Trader | 03.03.2025

Weekly Trader and Bond Markets 24.02.2025 - Kerry Group, Bank of Ireland & Roche

Weekly Trader | 24.02.2025

Weekly Trader and Bond Markets 17.02.2025 - Barclays, Glanbia & Smurfit Westrock

Weekly Trader | 17.02.2025

Weekly Trader and Bond Markets 10.02.2025 - Roche, IRES REIT & LVMH

Weekly Trader | 10.02.2025

Weekly Trader and Bond Markets 04.02.2025 - Diageo, Ryanair & Rio Tinto

Weekly Trader | 04.02.2025

Weekly Trader and Bond Markets 27.01.2025 - Ryanair, PayPal & Microsoft

Weekly Trader | 27.01.2025

Latest Investment Journals

Latest Research notes

Research Note - ICG - Oct 2023

Research note | 18.10.2023

Research Note - Flutter - Oct 2023

Research note | 17.10.2023

Research Note - Amazon - Oct 2023

Research note | 12.10.2023

Research Note - AstraZeneca - Sept 2023

Research note | 21.09.2023

Research Note - Cairn Homes- Sept 2023

Research note | 19.09.2023

Research Note - Glanbia - Aug 2023

Research note | 31.08.2023

Research Note - LVMH - Aug 2023

Research note | 29.08.2023

Research Note - Volkswagen - Aug 2023

Research note | 25.08.2023

Research Note - Bank of Ireland - Aug 2023

Research note | 23.08.2023

Research Note - Ryanair - Aug 2023

Research note | 18.08.2023

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.