POPA ReconArthur Hayes argues that a major yen strengthening event (triggered by Japanese institutional capital repatriation) poses a significant…
Arthur Hayes argues that a major yen strengthening event (triggered by Japanese institutional capital repatriation) poses a significant systemic risk to global markets Understanding the historical link between Japanese disasters, yen spikes, and forced asset selling helps investors anticipate macro liquidity shocks that can rapidly reprice risk assets worldwide. Source
The excerpt is quoted from a public Telegram channel, which owns its text.