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 | 17.04.2024

Daily Note 17/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

  • Macro: Markets moved lower yesterday with European and US equities both ending the day on red on continued geopolitical tensions and hawkish comments from the US Federal Reserve. From an economic perspective, this morning UK inflation data came in modestly above expectations, with the headline read coming in at 0.6% on a MoM basis vs 0.4% expected. Governor Andrew Bailey did indicate however that the BOE would likely begin cutting rates before the Fed. Economic data is light for the remainder of the day with MBA mortgage applications, released at noon, the main item of note.
  • Stock: LVHM, Rio Tinto and ASML have all issued Q1 numbers. (Comments Attached)
  • Debt: US treasury yields moved higher yesterday following the hawkish comments from FED Chair Powell.

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 | 28.08.2023

Weekly Trader & Bond Markets 28/08/2023 - Bank of Ireland, Ryanair Holdings PLC & Microsoft Corp

Latest Daily Note

Daily Note 17/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 17.04.2024

Daily Note 16/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 16.04.2024

Daily Note 12/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 12.04.2024

Daily Note 11/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 11.04.2024

Daily Note 10/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 10.04.2024

Daily Note 09/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 09.04.2024

Daily Note 05/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 05.04.2024

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

Daily Note | 04.04.2024

Daily Note 03/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 03.04.2024

Daily Note 28/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets

Daily Note | 28.03.2024

Latest Weekly Traders

Weekly Trader & Bond Markets 28/08/2023 - Bank of Ireland, Ryanair Holdings PLC & Microsoft Corp

Weekly Trader | 28.08.2023

Weekly Trader & Bond Markets 21/08/2023 - Engie, Aviva PLC & LVMH

Weekly Trader | 21.08.2023

Weekly Trader & Bond Markets 14/08/2023 - Kerry Group PLC, Amazon.com, GSK PLC

Weekly Trader | 14.08.2023

Weekly Trader & Bond Markets 08/08/2023 - Kingspan Group PLC, Fedex Corp, Irish Residential Properties REIT

Weekly Trader | 08.08.2023

Weekly Trader & Bond Markets 31/07/2023 - Smurfit Kappa, Rio Tinto & Bank of Ireland

Weekly Trader | 31.07.2023

Weekly Trader & Bond Markets 17/07/2023 - ASML, Rio Tinto & Smurfit Kappa

Weekly Trader | 17.07.2023

Weekly Trader & Bond Markets 10/07/2023 - Ryanair, Grafton Group & Kerry Group

Weekly Trader | 10.07.2023

Weekly Trader & Bond Markets 03/07/2023 - Cairn Homes PLC, Kingspan Group PLC & Aviva PLC

Weekly Trader | 03.07.2023

Weekly Trader & Bond Markets 26/06/2023 - GSK PLC, Greencoat Renewables PLC & Barclays PLC

Weekly Trader | 26.06.2023

Weekly Trader & Bond Markets 19/06/2023 - CRH PLC, FedEx Corp & Volkswagen AG

Weekly Trader | 19.06.2023

Latest Investment Journals

Latest Research notes

Research Note - Cairn Homes - June 2023

Research note | 01.06.2023

Research Note - DCC - May 2023

Research note | 31.05.2023

Research Note - Alphabet - May 2023

Research note | 30.05.2023

Research Note - Datalex - May 2023

Research note | 26.05.2023

Research Note - Deere - May 2023

Research note | 25.05.2023

Research Note - Total Energies - May 2023

Research note | 17.05.2023

Research Note - Uniphar - May 2023

Research note | 12.05.2023

Research Note - Barclays - May 2023

Research note | 04.05.2023

Research Note - IRES - Apr 2023

Research note | 25.04.2023

Research Note - ASML - Apr 2023

Research note | 20.04.2023

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.