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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 | 08.08.2024
Daily Note 08/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a mixed session for equities yesterday with Europe climbing, whilst the S&P 500 and the Nasdaq both ended the day down. A weak set of results from Super Micro Computer weighed on sentiment for AI related names whilst weaker updates from AirBnB and Hilton Hotels on the back of softer summer travel demand kept travel and leisure names under pressure. From an economic perspective, data for the remainder of the day is relatively light with Irish CPI for July out at 11.00 and across the Atlantic, Weekly Initial Jobless Claims at 13.30 will take on added significance given last week’s softer non-farm payrolls data.
- Stock: We had earnings release from CRH, Allianz and IRES REIT while we also met with Bank of Ireland following the positive H1 results released last week.
- Debt: Core Bond yields moved higher as investors again moved towards a risk on approach.
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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 | 11.09.2023
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Latest Daily Note
Daily Note 08/08/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 31/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 30/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 24/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 23/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Daily Note 19/07/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
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Weekly Trader & Bond Markets 11/09/2023 - CRH PLC, Flutter Entertainment PLC, Alphabet Inc
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Weekly Trader & Bond Markets 14/08/2023 - Kerry Group PLC, Amazon.com, GSK PLC
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