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 | 27.03.2024
Daily Note 27/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Yesterday, again, we had European and US equities moving in different directions. European equities rose by 24bps, whilst the US S&P 500 and Nasdaq fell -28bps and -42bps respectively, on possible continued profit taking and quarter-end rebalancing out of equities with the S&P500 up almost 10% in three months. Today in Europe we have Confidence indicators for France (March @7.45, 90 exp.) and the EU (Mar @10.00, 96.2 exp.) The Bank of England releases minutes from their recent meeting. Two ECB council members (Cipollone, Kazaks) and one Fed member (Waller) will give speeches. Plus, in the US we get the weekly Mortgage Application numbers.
- Stock: We are issuing a research note on Smurfit Kappa, reiterating out Buy rating on the stock, increasing our price target to €47.50, up from 45.20 previously, implying 13% upside for investors.
- Debt: Core bond yields were little changed ahead of Friday’s US Income and Inflation data and the Easter break.
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 | 12.06.2023
Weekly Trader & Bond Markets 12/06/2023 - Allianz, GSK & Technology Sector
Latest Daily Note
Daily Note 27/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 27.03.2024
Daily Note 26/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.03.2024
Daily Note 22/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 22.03.2024
Daily Note 21/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.03.2024
Daily Note 20/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 21.03.2024
Daily Note 15/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.03.2024
Daily Note 14/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.03.2024
Daily Note 13/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.03.2024
Daily Note 12/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.03.2024
Daily Note 08/03/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 08.03.2024
Latest Weekly Traders
Weekly Trader & Bond Markets 12/06/2023 - Allianz, GSK & Technology Sector
Weekly Trader | 12.06.2023
Weekly Trader & Bond Markets 12/06/2023 - Allianz, GSK & Technology Sector
Weekly Trader | 12.06.2023
Weekly Trader & Bond Markets 06/06/2023 - Microsoft, TotalEnergies & Volkswagen
Weekly Trader | 06.06.2023
Weekly Trader & Bond Markets 29/05/2023 - CRH PLC, Kingspan Group PLC & Ryanair Holdings PLC
Weekly Trader | 29.05.2023
Weekly Trader & Bond Markets 22/05/2023 - ASML Holding NV, Aviva Plc, Ryanair Holdings Plc
Weekly Trader | 22.05.2023
Weekly Trader & Bond Markets 15/05/2023 - DCC Plc, Deere & Co and Bank of Ireland Group Plc
Weekly Trader | 15.05.2023
Weekly Trader & Bond Markets 08/05/2023 - TotalEnergies SE, Allianz SE & Cairn Homes PLC
Weekly Trader | 08.05.2023
Weekly Trader & Bond Markets 02/05/2023 - Bank of Ireland Group, Smurfit Kappa Group PLC & Apple Inc
Weekly Trader | 02.05.2023
Weekly Trader & Bond Markets 24/04/2023 - Alphabet, Microsoft & Caterpillar
Weekly Trader | 24.04.2023
Weekly Trader & Bond Markets 17/04/2023 - ASML Holding NV, Ryanair Holdings PLC & CRH PLC
Weekly Trader | 17.04.2023
Latest Investment Journals
Latest Research notes
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
Research Note - AstraZeneca - Mar 2023
Research note | 08.03.2023
Research Note - CRH - Mar 2023
Research note | 03.03.2023
Research Note - Kingspan - Mar 2023
Research note | 01.03.2023
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.