Arthur Hayes: A Decline in EUR/JPY Will Signal a New Round of Global Currency Printing

Odaily News: Arthur Hayes posted on platform X, stating that his article "Atencion" discusses the decline in the EUR/JPY exchange rate and its implications as a precursor to a new round of global currency printing.

Arthur Hayes said he is currently in the depths of Patagonian winter, engaging in backcountry hiking and skiing. The annual Santa Rosa storm has brought over 1 meter of snowfall to the alpine regions, and the lower temperatures along with several days of settling have stabilized the snowpack, reducing the risk of avalanches. He also mentioned that Federal Reserve Chairman Warsh will deliver a speech in Jackson Hole.

Arthur Hayes stated that as the Chief Investment Officer of a family office, he needs to generate profits through investments. Due to his personal lifestyle, he focuses on one or two prices to gauge whether the pace of fiat liquidity injection is accelerating or slowing down, and based on this, he quickly adjusts his portfolio to a long position or moves to cash, never engaging in short selling. He noted that these indicators change over time, and his current macro core indicator is the EUR/JPY exchange rate. The full article was published on his Substack account cryptohayes.