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 | 16.05.2024

Daily Note 16/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: It was a positive day for equities yesterday as the EuroStoxx600 finished higher, whilst in the US the Nasdaq finished in the green and the S&P500 closed at all-time highs, as CPI data drove optimism about rate cuts thus supporting market sentiment. Later today in the US, we have Initial Jobless Claims (May 11th 220k exp @ 13.30), Housing Starts (Apr 1420K exp @ 13.30), Philadelphia Fed Business Outlook (May 8.0 exp @ 13.30), Import Prices index (Apr 0.3% MoM exp @13.30), Industrial Production (Apr 0.1% MoM @14.15) and Capacity Utilisation (Apr 78.4% @ 14.15). There are no releases in Europe. Central Bankers featuring today include Barr, Barkin, Harker, Mester and Bostic from the Fed, Guindos, Panetta, De Cos, Centeno, Magel and Villeroy from the ECB, and Greene from the BoE.
  • Stock: According to a report in the Irish Times yesterday, Bank of Ireland has decided to wind down its British corporate and commercial loan book. (Comments Attached)
  • Debt: Core bonds rallied yesterday off the back of lower than expected CPI and Retail Sales out of the US.

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 | 29.01.2024

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

  • Ryanair
  • Flutter Entertainment
  • IRES REIT

Latest Daily Note

Daily Note 16/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 16.05.2024

Daily Note 15/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 16.05.2024

Daily Note 14/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 14.05.2024

Daily Note 10/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 10.05.2024

Daily Note 09/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 09.05.2024

Daily Note 08/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 08.05.2024

Daily Note 03/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 03.05.2024

Daily Note 02/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 02.05.2024

Daily Note 01/05/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 01.05.2024

Daily Note 30/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 30.04.2024

Latest Weekly Traders

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

Weekly Trader & Bond Markets 11/12/2023 – ASML, Alphabet & Flutter

Weekly Trader | 11.12.2023

Weekly Trader & Bond Markets 4/12/2023 – Ryanair, GSK & Rio Tinto

Weekly Trader | 04.12.2023

Weekly Trader & Bond Markets 27/11/2023 – Aviva, Amazon.com & Nestlé SA

Weekly Trader | 27.11.2023

Weekly Trader & Bond Markets 13/11/2023 – Ryanair, Microsoft & TotalEnergies SE

Weekly Trader | 13.11.2023

Weekly Trader & Bond Markets 06/11/2023 – Ryanair, Kingspan PLC & ASML

Weekly Trader | 06.11.2023

Latest Investment Journals

Latest Research notes

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

Research Note - Kerry - Aug 2023

Research note | 10.08.2023

Research Note - Caterpillar - July 2023

Research note | 06.07.2023

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.