china slowdown


Don’t Allow Someone Else’s Panic To Cloud Our Judgement

There are apparently two imminent threats to the world economy which is the reason why the markets have tumbled: the damage low crude prices could cause for investments in the oil sector and the global financial system, and the fact the fall in oil prices may reflect the sharp slowdown in China. But both of these issues seem cloudy.


The Oil Prospect of ‘Lower for Longer’

Analysts at UBS are cutting our oil price forecast for the period 2015-19 and cutting long-term normalised view to $80/bbl from $90/bbl. Near oil term forecasts reflect the prospect of a lower 3Q outturn and the base from which we see the recovery in prices rising from