UBS raises Brent 2026 year-end target to $110 a barrel
UBS lifted its Brent crude outlook for a second time this month, now pointing to $110 a barrel by the close of 2026 instead of $100, citing persistent tightness across Gulf supply.
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UBS: sanctions reroute Russian crude, barely dent export volumes
UBS chief economist Arend Kapteyn finds that Russian crude export volumes sit only around 10% under pre-war figures, as sanctions have mostly shifted buyers rather than shrinking worldwide supply.
Morgan Stanley sees China stocks falling another 10-15% before bottom
Morgan Stanley warns Chinese onshore and offshore equities could lose a further 10 to 15% before stabilizing, after the CSI 300 slid into a bear market last week.