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 | 11.07.2025
Daily Note 11/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets had a generally positive day yesterday with the S&P500 +0.27% and the Nasdaq +0.09%, as markets prepared for quarterly results season, and despite on-going tariff threats from President Trump. Europe rose +0.54%. Economic releases later this morning and today include final June French CPI (+0.8% est.), Irish New Vehicle Sales, and the US Federal Budget Balance for June (-$33.5bn est.). From the central bankers, today we have Panetta, Vujcic and Cipollone from the ECB.
- Stock: We have an update on Flutter. (see page 2)
- Debt: US Treasuries edged slightly higher on the day as President Trump ratcheted up tariff tensions yet again. European yields were mixed on the day with little economic data released.
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 | 24.03.2025
Weekly Trader and Bond Markets 18.03.2025 - DCC, Uniphar and Grafton Group
Opportunities this week:
- Following recent weakness in the shares of DCC (-7% since end of January) we reiterate our Buy rating on the stock with PT of £71.40 (34.6% upside).
- Last week, we had a very positive meeting with the CFO and IR of Uniphar. We continue to rate the stock a BUY with an updated PT of €3.70 (+36% upside).
- Following our informative meeting with the CEO and CFO of Grafton Group last week, we are reiterating our BUY rating on the stock. Our price target of £12.05, implies 38% upside for investors.
Latest Daily Note
Daily Note 11/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Weekly Trader and Bond Markets 18.03.2025 - DCC, Uniphar and Grafton Group
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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
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