JPMorgan's Sullivan on Market Outlook

The video discusses key economic indicators such as growth, inflation, and treasury market conditions. It highlights the disparity between Chinese government GDP forecasts and private sector predictions, emphasizing the impact on market pricing. The analysis extends to investor positioning, market risks, and the influence of real yields on emerging markets. The discussion also covers China's economic policies and their effects on forecasts and investor strategies. Finally, it examines Japan's economic strategies and trends in Asian markets, noting significant investor inflows.

What factors contribute to the stability of EPS forecasts on JP Morgan despite changes in GDP growth forecasts?

How might the China lockdown influence global market perceptions and forecasts?