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 | 21.06.2024

Daily Note 21/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: It was a mixed day for equities yesterday with the EuroStoxx600 finishing up, whilst the Nasdaq and S&P500 both closed lower, as investors took some profits after a seven-day advance in the Nasdaq. Later today in Europe we have French, German and Eurozone PMI figures which are all expected to show improvement. Then later in the US, we have S&P Global PMI expectations and existing home sales data, both are expected to decrease from their previous read. Finally, we have the “triple witching” quarterly event, where indexes, single stocks and ETF options are set to mature. It is estimated that options worth $5.5 trillion are set to expire and this might cause some short-term volatility in the markets and especially into the close.
  • Stock: European car sales data for May signalled a modest increase in Volkswagen’s market share. (Comments Attached)
  • Debt: Core bond yields moved modestly higher in both the US and Europe.

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 | 04.03.2024

Weekly Trader & Bond Markets 04/03/2024 – CRH PLC, Glanbia PLC & Novartis AG

  • CRH PLC
  • Glanbia PLC
  • Novartis AG

Latest Daily Note

Daily Note 21/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 21.06.2024

Daily Note 20/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 20.06.2024

Daily Note 19/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 19.06.2024

Daily Note 18/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 18.06.2024

Daily Note 14/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.06.2024

Daily Note 13/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 13.06.2024

Daily Note 12/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 12.06.2024

Daily Note 11/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.06.2024

Daily Note 07/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 07.06.2024

Daily Note 06/06/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 06.06.2024

Latest Weekly Traders

Weekly Trader & Bond Markets 04/03/2024 – CRH PLC, Glanbia PLC & Novartis AG

Weekly Trader | 04.03.2024

Weekly Trader & Bond Markets 26/02/2024 – IRES REIT, Ryanair, CRH

Weekly Trader | 26.02.2024

Weekly Trader & Bond Markets 19/02/2024 – IRES REIT, Ryanair, CRH

Weekly Trader | 19.02.2024

Weekly Trader & Bond Markets 12/02/2024 – Amazon.com, GSK PLC, Rio Tinto

Weekly Trader | 12.02.2024

Weekly Trader & Bond Markets 06/02/2024 – Cairn Homes, Caterpillar & Microsoft Corp

Weekly Trader | 06.02.2024

Weekly Trader & Bond Markets 29/1/2024 – Ryanair, Flutter Entertainment & IRES REIT

Weekly Trader | 29.01.2024

Weekly Trader & Bond Markets 22/1/2024 – Supermarket Income REIT, GSK PLC & Microsoft Corp

Weekly Trader | 23.01.2024

Weekly Trader & Bond Markets 15/1/2024 – Irish Residential Properties REIT, Cairn Homes & Grafton Group

Weekly Trader | 15.01.2024

Weekly Trader & Bond Markets 8/1/2024 – Flutter Entertainment, CRH & Ryanair Holdings PLC

Weekly Trader | 08.01.2024

Weekly Trader & Bond Markets 18/12/2023 – FedEx Corp, Nike Inc & AstraZeneca PLC

Weekly Trader | 18.12.2023

Latest Investment Journals

Latest Research notes

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

Research Note - Smurfit Kappa - Aug 2023

Research note | 17.08.2023

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.