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 | 05.06.2025
Daily Note 05/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets had a moderately positive day yesterday. Europe’s Stoxx 600 index was up 0.47%, and the DAX 0.8%, after Germany’s cabinet approved a package of corporate tax breaks worth an estimated €46 billion. The Nasdaq was up 0.32% and the S&P500 finished flat. Economic releases today include Irish GDP and Unemployment at 11:00, the ECB’s rate decision (est. -25bps) at 13:15, and US Initial Jobless Claims (est. 235k), Continuing Claims (est. 1910k) and Trade Balance at 13:30. From the central bankers, in addition to the ECB’s Lagarde, the Fed’s Kugler and Harker, and the BoE’s Greene and Breeden, are scheduled to speak today.
- Stock: We have updates on Kingspan and TotalEnergies. (Comment attached)
- Debt: US treasury yields moved lower following the weaker than expected ADP Employment change and ISM services releases. European yields were stable ahead of the ECB’s decision.
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 | 12.08.2024
Weekly Trader and Bond Markets 12.08.2024 - Alphabet, Bank of Ireland & Cairn Homes
Opportunities this week:
- We are reiterating our BUY rating on Alphabet with an updated price target. (BUY PT: $191)
- We are increasing our price target on Bank of Ireland after a positive meeting with management last week. (BUY PT: €11.70)
- We are highlighting our BUY rating on Cairn Homes following a recent pull-back in the share price and data released by MyHome.ie. (BUY PT: €2)
Latest Daily Note
Daily Note 05/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 05.06.2025
Daily Note 04/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 04.06.2025
Daily Note 30/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 30.05.2025
Daily Note 29/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 29.05.2025
Daily Note 28/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 28.05.2025
Daily Note 27/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.05.2025
Daily Note 23/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 23.05.2025
Daily Note 22/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.05.2025
Daily Note 21/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.05.2025
Daily Note 20/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 20.05.2025
Latest Weekly Traders
Weekly Trader and Bond Markets 12.08.2024 - Alphabet, Bank of Ireland & Cairn Homes
Weekly Trader | 12.08.2024
Weekly Trader and Bond Markets 06.08.2024 - PTSB, Kerry Group and PayPal
Weekly Trader | 06.08.2024
Weekly Trader and Bond Markets 29.07.2024- Ryanair, CRH & Greencoat Renewables
Weekly Trader | 29.07.2024
Weekly Trader and Bond Markets 22.07.2024- Ryanair, Dalata & Uniphar
Weekly Trader | 22.07.2024
Weekly Trader and Bond Markets 15.07.2024- Smurfit WestRock, L'Oreal & Irish Continental Group
Weekly Trader | 15.07.2024
Weekly Trader and Bond Markets 08.07.2024- Cairn Homes, Visa & DCC
Weekly Trader | 08.07.2024
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
Latest Investment Journals
Latest Research notes
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
Research Note - ICG - Apr 2023
Research note | 18.04.2023
Research Note - Nestle - Apr 2023
Research note | 14.04.2023
Research Note - Engie - Apr 2023
Research note | 13.04.2023
Research Note - Amazon - Apr 2023
Research note | 06.04.2023
Research Note - Disney - Apr 2023
Research note | 04.04.2023
Research Note - PTSB - Apr 2023
Research note | 04.04.2023
Research Note - Bank of Ireland - Mar 2023
Research note | 09.03.2023
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.