April 21, 2025 04:33 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 Apr | Q4 2025 Forecast | Q4 2025 Return Forecast Volatility | | Base Case | | --- | --- | --- | --- | --- | --- | | | 18, 2025 | Base | Base | | Return/Risk | | Equities | | | Total Returns | | | | S&P 500 | 5,283 | 6,500 ...

Consumer sentiment, a key indicator of economic health, took a sharp downturn in April, signaling growing concerns over economic conditions and inflation. According to the University of Michigan’s preliminary report, the sentiment index dropped to 50.8, a notable decline from March’s 57.0, marking the fourth consecutive month of decline.While this pullback wasn’t entirely unexpected, it was more pronounced than economists had anticipated. The Current Economic Conditions Index also saw a notable decline, dro ...

April 7, 2025 01:57 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 Apr | Q4 2025 Forecast | Q4 2025 Return Forecast Volatility | | Base Case | | --- | --- | --- | --- | --- | --- | | | 04, 2025 | Base | Base | | Return/Risk | | Equities | | | Total Returns | | | | S&P 500 | 5,074 | 6,500 | ...