USD-CHF Is the Most Attractive Carry Trade: BNP Paribas’s Lynton-Brown

The video discusses the potential upside in commodity currencies, particularly within the G10 FX context, highlighting the Canadian dollar's relationship with crude oil and yield. It explores carry trades, emphasizing their performance in low volatility environments and the attractiveness of the Swiss franc. The discussion extends to global trade themes and emerging market currencies, with insights from the emerging markets team on high yielding EM performance, supported by low real yields in the US and Fed balance sheet expansion.

What is the view of the emerging markets team regarding high yielding EM currencies?

What are the expected outcomes for carry trades in high beta emerging markets?