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 | 10.09.2025
Daily Note 10/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets were positive yesterday, as stocks climbed to record levels amid optimism that the Federal Reserve will lower interest rates to counter a slowdown in the labour market. The S&P500 was up +0.27%, the Nasdaq +0.33%. Europe was up +0.03%. In the US, eight of eleven sectors were positive and 40% of stocks ended higher. Communication Services (+1.64%) and Utilities (+0.71%) were the best performers, while Materials (-1.57%) and Industrials (-0.65%) were the weakest. Apple’s stock slipped (-1.5%) after the company introduced its newest iPhone, Apple Watch, and AirPods models. Oracle jumped more than 30% in after-hours trading after an update showed a sharp increase in bookings for its cloud infrastructure division. In Europe, five of the eleven sectors were in positive territory, and 47% of stocks ended higher. Energy (+1.18%) and Communication Services (+0.81%) were best, with Consumer Staples (-0.64%) and Industrials (-0.50%) worst. In macro news yesterday, France's industrial production fell less than economists expected in July at -1.1% (-1.4% est.). In the US, NFIB Small Business Optimism exceeded expectations, rising to 100.8 (100.5 est.) as confidence among U.S. small businesses ticked up in August, driven by the strongest sales outlook in six months. Job gains in the U.S. were much weaker in the year through March than earlier estimates suggested. The government’s preliminary benchmark revision, released yesterday, indicates payrolls will likely be reduced by a record -911k workers (-682k est.). In macro news today, we have US MBA mortgage applications and Wholesale inventories
- Stocks: L’Oreal: (Neutral PT €415 Upside 4.7%). Strong YTD rally in share price has resulted in limited upside to the current target price. Datalex: (De-listing) EGM approved delisting, ahead of 11th September, which is its last day on the Euronext Dublin. Apple: (Neutral PT $225). Details around the launch of their new models. DCC: (Overweight PT 7070p upside 44%): DCC announced the completion of the sale of the company’s healthcare division. Kenmare Resources: Meeting with CEO to discuss recent business activity.
- Debt: Yields finished the day a couple of basis points higher in Europe as accounts took down a lot of supply on the day. The greater-than-forecast downward revisions to payrolls (-911k) in the year to March were more or less ignored as the market was well-prepared for a significant negative adjustment.
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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 | 19.05.2025
Weekly Trader and Bond Markets 19.05.2025 - Ryanair, Bank of Ireland & Diageo
Opportunities this week:
- Ryanair has issued a solid set of FY25 results (Year-end 31/03/2025) and outlined its reassuring outlook for the summer months. OVERWEIGHT PT: €25.30.
- We are upgrading our PT on Bank of Ireland to €12.70 from €11.50, following a review of our valuation metrics. We continue to rate the stock as an overweight.
- In what was a strong set of results for Q3’25, Diageo reported organic revenue growth of 5.9%, ahead of expectations for +2.7%, and a material improvement on the 2.5% decline experienced in Q3'24. NEUTRAL PT: £22.60
Latest Daily Note
Daily Note 10/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 10.09.2025
Daily Note 09/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 04/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 03/09/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 29/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 28/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 27/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 26/08/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Latest Weekly Traders
Weekly Trader and Bond Markets 19.05.2025 - Ryanair, Bank of Ireland & Diageo
Weekly Trader | 19.05.2025
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Weekly Trader and Bond Markets 22.04.2025 - L'Oreal, Grafton Group & GSK
Weekly Trader | 22.04.2025
Weekly Trader and Bond Markets 14.04.2025 - Cairn Homes, AIB & DCC
Weekly Trader | 14.04.2025
Weekly Trader and Bond Markets 07.04.2025 - Shell, Roche & IRES REIT
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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
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Weekly Trader and Bond Markets 10.03.2025 - Dalata, PTSB and IRES REIT
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