信号、资金流向与关键数据-Signals, Flows & Key Data

August 4, 2025 02:39 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 Aug | | Q2 2026 Forecast | | | Q2 2026 Return Forecast | | Volatility | Base Case | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 01, 2025 | Bear | Base | Bull | Bear | Base | Bull | | Return/Risk | | E ...