AmplifyME’s Post

Goldman Sachs former Head of Commodity Research says COPPER is the best trade he has seen in his career 👀 Jeff Currie left Goldman Sachs in August last year after 27 years in the bank and is now works at private equity firm Carlyle. Currie has been among the most prominent Wall Street energy analysts in recent decades. When he talks, the market listens! Here is a quick synopsis on why he is bullish on copper: ✅ **Increased Demand**: Essential for electric vehicles, updated grids, and data centers. ✅ **Slow Supply Growth**: New mines face delays due to political and environmental concerns. ✅ **Structural Tailwinds**: ("known as RED"): > Redistribution Policies: Increased commodity consumption by lower-income groups. > Environment Policy: Boost from global green initiatives (e.g., IRA, REPowerEU, China’s green CapEx). > Deglobalisation/Defense: Rising military spending globally. ✅ **Current Supply Strategy**: Companies prefer mergers and acquisitions over new investments, delaying supply growth. ✅ **Market Dynamics**: Changes in global financial flows, with less dollar recycling and more gold transactions. ✅ **Long-term Outlook**: Higher prices needed to prompt substantial new investment in copper mining. Compelling. Source: Bloomberg #Copper #Commodities #Investing #Trading #Finance

Yesterday, we kicked off the first of five simulation experiences to upskill the talented young women of RBC Capital Markets Women’s Advisory Programme! 🔎 The Programme Open to first-year university women with minimal exposure to finance or the corporate world, this programme aims to bridge the gap in understanding different roles, building commercial acumen, and boosting confidence.   🎯 RBC’s Challenge for AmplifyME RBC's Early Careers Team sought a partner to deliver upskilling across three global locations, enhancing participants' knowledge, abilities, and preparedness for internships and full-time roles. Understanding each candidate's unique strengths and weaknesses was key to ensuring the right fit and fostering retention and performance.   💡 AmplifyME’s Bespoke Solution: ✅ **Practical, immersive simulations**: Delivered both in-person and virtually, covering a range of roles from Junior Investment Banking Analysts to Traders to ESG Investment Managers ✅ **Progressive difficulty**: An eight-week programme designed to build skills progressively, culminating in the most challenging simulations ✅ **Performance insights**: Individual candidate performance data to highlight strengths and areas for improvement ✅ **Comprehensive feedback**: Concluding with a wash-up meeting to share performance profiles and observations   Stay tuned for the results in eight weeks’ time. We're excited to see these young women grow and thrive in the finance industry and a huge thanks as always to Marc Anthony Caporiccio! #RBC #Diversity #WomeninFinance #Careers

🎙 Decoding Meme Stock Mayhem & US CPI's Impact on Fed Policy GameStop, the iconic video game retailer synonymous with meme stocks, witnessed a rollercoaster of surges and crashes in the past week, echoing memories of its previous meteoric rise. But what's driving this volatility? In this podcast episode, we delve into what caused the move, the mechanics behind how a short squeeze works and why this time is different. Meanwhile, Wall Street traders sent stocks to all-time highs as bond yields slumped after an inflation slowdown reinforced bets the Federal Reserve will cut interest rates as early as September. Tune in now to find out more! 👉 Spotify https://lnkd.in/eCZ-TcbE 👉 Apple https://lnkd.in/e-7rcw-f #GameStop #Inflation #Trading #Finance #Investing

S&P 500 is on course for a record high as a slowdown in US inflation brings rate cut conversation back to September US equities rallied and two-year yields dropped eight basis points to 4.73% after data showed the US Consumer Price Index (CPI) cooled in April for just the first time in six months. A separate report also showed that US Retail Sales stagnated in April after downwardly revised gains in the prior two months. Traders in interest-rate swaps have priced in more than an 80% chance that US policymakers cut rates by a quarter-point by September. The rate-cut guessing game continues! Source: Bloomberg #Inflation #InterestRates #Investing #Finance

Thrilled to have participated in the recent trading module organised by the Diversity Project - Investment Industry Female Pathway Programme. Led by LGIM CIO Sonja Laud (Schemmann) and Global Head of Trading Ed Wicks, the event provided a dynamic platform for aspiring female portfolio managers to engage with seasoned finance professionals and immerse themselves in an interactive trading simulation using our innovative ReTrader app. The collaborative environment fostered by working in small teams to tackle real-life trading scenarios was truly energising, fostering a sense of camaraderie and shared learning. Thank you to Legal & General Investment Management (LGIM) for graciously hosting the event, and to the Diversity Project for their invaluable support in making it possible. Here's to celebrating the remarkable achievements of women who are breaking barriers and driving change within the investment community! 🙌 #Diversity #Finance #Investing #Inclusion

🎙 The Deal Room: Highlights from one of the most influential conferences of 2024! In this episode, we bring you the most compelling highlights from the Milken Institute Global Conference 2024. Join us as we unpack the key takeaways: 🤖 Elon Musk's x.AI is on the brink of securing a staggering $6bn in funding, propelling its valuation to a staggering $18bn 💰 The Saudi government's investment A-team makes waves, signaling a significant shift in global investment dynamics 📱 Former US Treasury Secretary Steve Mnuchin remains undeterred in his pursuit of a stake in TikTok 💬 Private markets are all anyone is talking about with Goldman Sachs CEO David Solomon expecting a massive amount of consolidation 🔥 Everyone is getting hot on M&A in 2024 Listen now on Apple Podcasts https://lnkd.in/dEdMns-c Listen now on Spotify https://lnkd.in/dUwhJTXe #Milken #CorporateFinance #MergersandAquisitions #Investing #Finance

🧠 Friday Markets Brainteaser via Goldman Sachs

"How do Hedge Funds work and how do I get a job at one?" Join us in exploring the intricate landscape of hedge funds in our latest podcast episode. Delve into the origins of hedge funds, examine the captivating journey of Ray Dalio and Bridgewater Associates, and unravel the diverse investment strategies employed by these financial powerhouses. Plus, we shed light on a burning question: What does it take to land a coveted position at a hedge fund? Tune in to the full episode for an insightful discussion on the inner workings of hedge funds and their impact on the financial world. 👉 Spotify https://lnkd.in/eJupKdTw 👉 Apple https://lnkd.in/erwGbhQE #HedgeFunds #Investing #Finance #Careers

BREAKING: The Bank of England leave interest rates on hold at 5.25% with two MPC members calling for an immediate rate cut Dave Ramsden, the Deputy Governor for Markets and Banking, joined Swati Dhingra in dissenting in the vote (7-2) calling for an immediate reduction in the Bank Rate by 0.25 percentage points, to 5%. The Bank reiterated, that monetary policy will need to remain restrictive for sufficiently long to return inflation to the 2% target sustainably in the medium term in line with the Monetary Policy Committees (MPC) remit. However, it is worth nothing that Andrew Bailey, the Bank’s governor, opened the door to a downward move as soon as the June MPC meeting. He said that there had been “encouraging news” on inflation and that it would fall close to the bank’s 2% target in the next couple of months, but added that the BoE was not yet ready to act. GBP weakened sharply in the initial reaction. #BankofEngland #InterestRates #Finance

Great to have over 170 students compete in our DACH M&A Finance Accelerator competition in partnership with UBS 🙌 The DACH-wide competition had students join us from universities across Switzerland, Germany and Austria. Special shout out to Flavio Eitner from the University of Mannheim for winning the competition and securing a fully sponsored place on the AmplifyME Summer Analyst Training Programme. Big thanks to Sina Prem and Michael Werner, Investment Banking Associates at UBS, for kicking off the session with their invaluable insights and for graciously fielding questions from our eager participants. We hardly ever share photos of Zoom sessions but we're proud of what we do online! In fact, this academic year over 14,000 students have completed a virtual simulation with us and our average student satisfaction score is over 90%. Curious to experience it first hand? Pick your pathway and join the next free session: 👉 Markets https://lnkd.in/eryDfhmy 👉 Banking https://amplifyme.com/mafa #UBS #InvestmentBanking #Experience #Finance #Careers