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 | 03.07.2025
Daily Note 03/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
- Macro: Equity markets had a positive day yesterday with the S&P500 +0.47% and the Nasdaq +0.94% as the market reacted to the US-Vietnam trade deal, whilst Europe rose +0.18%. Ahead of the July 4th Independence Day holiday, today is a busy day for economic releases. In Europe we get final French, German, EU and UK Service and Composite PMIs, then in the US we have Trade Balance, Non-Farm Payrolls (106K est.), US Unemployment rate (4.3% est.), Initial Jobless Claims (241K ext.), Continuing Claims (1962K est.), US Services PMI (53.1 est.), ISM Services Index for June (50.6 est.), Factory Orders (0.2% ex Trans est.), Durable Goods Orders (0.5% est. ex Trans). From the central bankers, Bostic is speaking from the Fed and Escriva from the ECB.
- Stock: We have updates on Total Energies and Smurfit Westrock. (see page 2)
- Debt: European yields rose with a spike in UK yields following confusion about the Chancellor’s position and control of the UK fiscal deficit. US yields rose despite weaker than expected ADP Employment data, as the Trump tax cut and spend bill moved through Congress.
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 | 02.04.2024
Weekly Trader 02.04.2024- Kingspan, Smurfit Kappa & Aviva
- Kingspan
- Smurfit Kappa
- Aviva
Latest Daily Note
Daily Note 03/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 03.07.2025
Daily Note 02/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 02.07.2025
Daily Note 01/07/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 01.07.2025
Daily Note 27/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 26.06.2025
Daily Note 24/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 24.06.2025
Daily Note 18/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 18.06.2025
Daily Note 17/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 17.06.2025
Daily Note 13/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 13.06.2025
Daily Note 12/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 12.06.2025
Daily Note 11/06/2025 - Market View: Day Ahead, Macro, Stocks, Debt Markets
Daily Note | 11.06.2025
Latest Weekly Traders
Weekly Trader 02.04.2024- Kingspan, Smurfit Kappa & Aviva
Weekly Trader | 02.04.2024
Weekly Trader & Bond Markets 25.03.2024- Barclays, Visa & Supermarket Income REIT
Weekly Trader | 25.03.2024
Weekly Trader & Bond Markets 19.03.2024- Dalata Hotel Group, Grafton Group & Greencoat Renewables
Weekly Trader | 19.03.2024
Weekly Trader & Bond Markets 11/03/2024 – Cairn Homes, Novartis AG & Allianz SE
Weekly Trader | 11.03.2024
Weekly Trader & Bond Markets 04/03/2024 – CRH PLC, Glanbia PLC & Novartis AG
Weekly Trader | 04.03.2024
Weekly Trader & Bond Markets 26/02/2024 – IRES REIT, Ryanair, CRH
Weekly Trader | 26.02.2024
Weekly Trader & Bond Markets 19/02/2024 – IRES REIT, Ryanair, CRH
Weekly Trader | 19.02.2024
Weekly Trader & Bond Markets 12/02/2024 – Amazon.com, GSK PLC, Rio Tinto
Weekly Trader | 12.02.2024
Weekly Trader & Bond Markets 06/02/2024 – Cairn Homes, Caterpillar & Microsoft Corp
Weekly Trader | 06.02.2024
Weekly Trader & Bond Markets 29/1/2024 – Ryanair, Flutter Entertainment & IRES REIT
Weekly Trader | 29.01.2024
Latest Investment Journals
Latest Research notes
Research Note - TTE - Dec 2022
Research note | 01.12.2022
Research Note - CRH - Nov 2022
Research note | 30.11.2022
Research Note - Deere - Nov 2022
Research note | 25.11.2022
Research Note - Volkswagen - Nov 2022
Research note | 18.11.2022
Research Note - Glanbia - Nov 2022
Research note | 18.11.2022
Research Note - Smurfit Kappa - Nov 2022
Research note | 11.11.2022
Research Note - Sanofi - Nov 2022
Research note | 04.11.2022
Research Note - Diageo - Oct 2022
Research note | 28.10.2022
Research Note - Nestle - Oct 2022
Research note | 21.10.2022
Research Note - ASML - Oct 2022
Research note | 20.10.2022
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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