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 | 17.10.2024
Daily Note 17/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equities were mixed yesterday, as the Eurostoxx600 was down slightly, whilst the S&P500 and the Nasdaq were both in the green. In economic news in the day ahead, we have Eurozone CPI at 10:00 and the ECB rate decision at 13:15, while in the US, we have Retail Sales and Initial Jobless claims at 13:30 and Industrial Production at 14:15.
- Stock: We have updates on Ryanair’s Boeing delivery delays and Nestle’s trading update for the first nine months of the year. (Comment attached)
- Debt: Core bond yields in Europe were little changed yesterday ahead of today’s ECB rate announcement and UK yields fell following a better CPI print.
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 | 01.07.2024
Weekly Trader and Bond Markets 01.07.2024- GSK, Kingspan & Glanbia
Opportunities this week:
- Despite the recent downward correction seen in GSK’s shares, we view it as a fundamentally solid healthcare business with a strong franchise, as such, we reiterate our BUY rating on the stock. (BUY PT: 1890p)
- Given the selloff in Kingspan’s shares over the last month (-10% in June) and the possibility the company’s H1 guidance may prove overly conservative, we believe it is an opportune time to highlight the stock as a buying opportunity. (BUY PT: €94.10)
- In our view, the recent pullback in Glanbia’s shares appears unwarranted, providing an attractive entry point for investors. (BUY PT €21.50)
Latest Daily Note
Daily Note 17/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 17.10.2024
Daily Note 16/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.10.2024
Daily Note 15/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.10.2024
Daily Note 11/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.10.2024
Daily Note 10/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.10.2024
Daily Note 09/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.10.2024
Daily Note 08/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 08.10.2024
Daily Note 04/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.10.2024
Daily Note 03/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.10.2024
Daily Note 02/10/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.10.2024
Latest Weekly Traders
Weekly Trader and Bond Markets 01.07.2024- GSK, Kingspan & Glanbia
Weekly Trader | 01.07.2024
Weekly Trader and Bond Markets 24.06.2024- Smurfit Kappa Group, Shell & Newmont Corp
Weekly Trader | 24.06.2024
Weekly Trader and Bond Markets 17.06.2024- Nike, Kerry Group & Microsoft
Weekly Trader | 17.06.2024
Weekly Trader and Bond Markets 10.06.2024- CRH, Uniphar & Smurfit Kappa Group
Weekly Trader | 10.06.2024
Weekly Trader and Bond Markets 04.06.2024- LVMH, Visa & DCC
Weekly Trader | 04.06.2024
Weekly Trader and Bond Markets 27.05.24 - Grafton Group, Microsoft & AstraZeneca
Weekly Trader | 27.05.2024
Weekly Trader and Bond Markets 20.05.24 - Roche Holdings, Ryanair & Alphabet
Weekly Trader | 20.05.2024
Weekly Trader and Bond Markets 13.05.24 - Cairn Homes, Ryanair & FBD Holdings
Weekly Trader | 13.05.2024
Weekly Trader and Bond Markets 07.05.24 - CRH, Shell & Alphabet
Weekly Trader | 07.05.2024
Weekly Trader and Bond Markets 29.04.24 - Flutter, Cairn Homes & Roche Holdings
Weekly Trader | 29.04.2024
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.