市场反弹：信号、资金流与关键数据-Markets Rebound_ Signals, Flows, & Key Data

December 1, 2025 06:57 PM GMT Cross-Asset Spotlight | Global Markets Rebound Signals, Flows, & Key Data: A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Last week, US equities erased November losses, gilts and GBP rallied post-Budget, and silver hit new highs. Key highlights from last week: Exhibit 1: Morgan Stanley forecasts | | As of Nov | | Q4 2026 Forecast | | | Q4 2026 Return Forecast | | Volatility | Base Case | | --- | --- | --- | ...