UBS sees CHF/NOK as top carry trade

Published 15/08/2025, 11:14
© Reuters.

Investing.com - The Norwegian krone strengthened Thursday after UBS identified the CHF/NOK currency pair as "the most attractive carry pair" on a total return basis, according to a new research note from the Swiss bank.

UBS forecasts USD/NOK trading "in the 9s for the rest of the year," significantly weaker than current levels, primarily due to "negative USD factors." This outlook suggests potential appreciation for the Norwegian currency against the U.S. dollar in coming months.

The krone’s strength follows Norges Bank’s August policy meeting, where Norway’s central bank held interest rates unchanged at 4.25%. While the bank indicated more cuts may come later this year, it emphasized that "uncertainty surrounding the outlook is unusually high."

The decision to maintain rates was widely anticipated after higher-than-expected inflation data was published earlier in the week. This policy stance means the Norwegian krone "remains the highest yielder within the G10 besides the USD for the time being," according to UBS.

UBS expressed a positive view on the krone based on both structural factors and what it called "the NOK’s attractive carry proposition in the shorter run," suggesting continued investor interest in the currency for yield-seeking strategies.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.