摩根士丹利：跨资产聚焦_信号、资金流与关键数据
摩根·2025-05-09 05:02
May 5, 2025 04:01 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Key highlights from last week: Exhibit 1: Morgan Stanley forecasts | | As of May | Q4 2025 Forecast | Q4 2025 Return Forecast Volatility | | Base Case | | --- | --- | --- | --- | --- | --- | | | 02, 2025 | Base | Base | | Return/Risk | | Equities | | | Total Returns | | | | S&P 500 | 5,687 | 6,500 | 1 ...