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信摩根士丹利：号、流向与关键数据
摩根· 2025-06-27 02:04
June 23, 2025 02:54 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. Morgan Stanley & Co. International plc+ Erika J Singh-Cundy Strategist Erika.Singh-Cundy@morganstanley.com +44 20 7425-0960 Morgan Stanley & Co. LLC Key highlights from last week: Exhibit 1: Morgan Stanley forecasts sii obivo Bear Base Bull Bear Base Bull Equities S&P 500 5,968 4,900 6,500 7,200 -16 ...
摩根士丹利：跨资产聚焦-信号、资金流与关键数据
摩根· 2025-06-10 02:16
June 9, 2025 02:09 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: | | As of Jun | | Q2 2026 Forecast | | | Q2 2026 Return Forecast | | Volatility | Base Case | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 06, 2025 | Bear | Base | Bull | Bear | Base | Bull | | Return/Risk | | Equities | | | | | | Total Returns | | ...
摩根士丹利：跨资产聚焦-全球信号、资金流向与关键数据
摩根· 2025-06-04 01:50
June 2, 2025 02:03 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data Ariana Gamero Strategist Source: Bloomberg, MSCI, Morgan Stanley Research forecasts; Note: Returns are total returns, except for credit, where we forecast excess returns versus government bonds. Commodity returns are calculated relative to futures to account for carry. Volatility is 10y realized vol. All currency returns are shown as XXXUSD return. *Currency forecasts shown for USDXXX. Morgan Stanley & Co. LLC Serena ...
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 ...