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 | 10.04.2024
Daily Note 10/04/2024 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: It was a mixed day for equities yesterday as the EuroStoxx600 finished down 61bps, whilst in the US the Nasdaq climbed by 32bps and the S&P500 by 14bps, little moved prior to the Q1 results season next week, and CPI data today. Later this afternoon we have US CPI data at 1.30pm with the Bloomberg survey pointing to a 0.3% mom and 3.7% yoy reading. The minutes of the last FOMC meeting are also released this evening.
- Stock: TSMC reported a 34% yoy rise in March sales driven by AI chip demand. (Comment Attached)
- Debt: US treasury yields moved lower yesterday as traders positioned ahead of the key CPI print today.
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 | 08.05.2023
Weekly Trader & Bond Markets 08/05/2023 - TotalEnergies SE, Allianz SE & Cairn Homes PLC
Latest Daily Note
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
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
Latest Weekly Traders
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
Weekly Trader & Bond Markets 11/04/2023 - Greencoat Renewables PLC & Kingspan Group PLC
Weekly Trader | 11.04.2023
Weekly Trader & Bond Markets 03/04/2023 - TotalEnergies SE, Ryanair & FedEx
Weekly Trader | 03.04.2023
Weekly Trader & Bond Markets 03/04/2023 - TotalEnergies SE, Ryanair & FedEx
Weekly Trader | 03.04.2023
Weekly Trader & Bond Markets 27/03/2023 - TotalEnergies SE, Cairn Homes PLC, Technology Sector
Weekly Trader | 27.03.2023
Weekly Trader & Bond Markets 20/03/2023 - Microsoft Corp, CRH PLC, Kingspan Group PLC
Weekly Trader | 20.03.2023
Weekly Trader & Bond Markets 13/03/2023 - Ryanair Holdings Plc, Kingspan Group Plc & Bank of Ireland Group Plc
Weekly Trader | 13.03.2023
Latest Investment Journals
Latest Research notes
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
Research Note - GSK - Feb 2023
Research note | 02.02.2023
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
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