JPMorgan's Sullivan Sees Strong Underlying Japan Macro Economic Story

The video discusses Japan's macroeconomic data, highlighting eight consecutive quarters of GDP growth. It examines the potential impact of wage negotiations on rate hikes and analyzes the Yen market dynamics. The video also explores market positioning, inflation forecasts, and strategies for emerging markets amid changing rates.

What are the implications of extreme crowding in bond markets as discussed in the text?

How does the text describe the relationship between emerging markets and developed markets?