Trade of The Week - MacroVoices #512

In this episode of Macro Voices, Erik and Patrick discuss potential investment strategies and market outlooks. Patrick outlines a long Yen trade based on Rosie's insights, focusing on potential deflation and compressing US-Japan rate differentials, while Erik shares his long-term perspective on the AI trend, comparing it to the Cold War in terms of government investment and emphasizing the importance of electricity generation capacity. They also analyze the US dollar's downtrend, crude oil's forward curve, gold's breakout, and uranium's potential surge due to increased institutional interest, concluding with a brief look at the 10-year Treasury note.