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 | 16.05.2025
Daily Note 16/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: US markets rose yesterday with the S&P 500 and Nasdaq up 0.10% and 0.72% respectively. Europe ended lower with the Stoxx 600 broad index falling -0.24%. Later this morning, we get Eurozone Industrial Production. In the US, we get Empire Manufacturing, Retail Sales, PPI, Initial Jobless Claims, Philadelphia Fed business outlook and Industrial Production. From central bankers, Powell from the Fed, Dhingra from the BOE, and Cipollone, Guindos and Villeroy from the ECB will all be speaking.
- Stock: We have updates on Aviva, IRES REIT, Allianz, and Datalex. (Comment attached)
- Debt: Bond yields climbed with the market cutting back on Fed rate cut bets and as investors focus on the potential for proposed tax cuts that if passed could lead to even bigger budget deficits going forward.-
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 | 04.06.2024
Weekly Trader and Bond Markets 04.06.2024- LVMH, Visa & DCC
Opportunities this week:
- We believe it is an opportune time to highlight LVMH as a buying opportunity, due to the expectation that LVMH’s organic growth reaches an inflection point in Q2’24, coupled with the recent selloff in its shares. (BUY PT: €821)
- Following a period of under-performance, we are upgrading Visa to a BUY rating. (BUY PT: $302)
- We reiterate our upgraded target price on DCC. (BUY PT: £71)
Latest Daily Note
Daily Note 16/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 16.05.2025
Daily Note 15/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 15.05.2025
Daily Note 14/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 14.05.2025
Daily Note 13/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.05.2025
Daily Note 09/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 09.05.2025
Daily Note 08/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 08.05.2025
Daily Note 07/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 07.05.2025
Daily Note 02/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.05.2025
Daily Note 01/05/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.05.2025
Daily Note 30/04/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 30.04.2025
Latest Weekly Traders
Weekly Trader and Bond Markets 04.06.2024- LVMH, Visa & DCC
Weekly Trader | 04.06.2024
Weekly Trader and Bond Markets 27.05.24 - Grafton Group, Microsoft & AstraZeneca
Weekly Trader | 27.05.2024
Weekly Trader and Bond Markets 20.05.24 - Roche Holdings, Ryanair & Alphabet
Weekly Trader | 20.05.2024
Weekly Trader and Bond Markets 13.05.24 - Cairn Homes, Ryanair & FBD Holdings
Weekly Trader | 13.05.2024
Weekly Trader and Bond Markets 07.05.24 - CRH, Shell & Alphabet
Weekly Trader | 07.05.2024
Weekly Trader and Bond Markets 29.04.24 - Flutter, Cairn Homes & Roche Holdings
Weekly Trader | 29.04.2024
Weekly Trader and Bond Markets 22.04.24 - Deere & Co, Grafton Group & Microsoft
Weekly Trader | 22.04.2024
Weekly Trader & Bond Markets 15.04.2024 - FBD Holdings, IRES REIT & PayPal
Weekly Trader | 15.04.2024
Weekly Trader & Bond Markets 09.04.2024 - FedEx, Supermarket Income REIT & Shell
Weekly Trader | 09.04.2024
Weekly Trader 02.04.2024- Kingspan, Smurfit Kappa & Aviva
Weekly Trader | 02.04.2024
Latest Investment Journals
Latest Research notes
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
Research Note - Allianz - Feb 2023
Research note | 28.02.2023
Research Note - FedEx - Feb 2023
Research note | 17.02.2023
Research Note - Apple - Feb 2023
Research note | 16.02.2023
Research Note - Smurfit Kappa - Feb 2023
Research note | 15.02.2023
Research Note - Microsoft - Feb 2023
Research note | 10.02.2023
Research Note - Alphabet - Feb 2023
Research note | 09.02.2023
Research Note - LVMH - Feb 2023
Research note | 03.02.2023
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.