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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
| Firm | Stance | YE 2026 |
|---|---|---|
Citi | Bearish | 375 |
USD/HUF · 2026 Bank Forecast
Spot 317 · 18-bank consensus 319 (+0.6%) by Dec 2026
Institutional 2026 consensus for USD/HUF, aggregated from 18 major sell-side investment banks. Each firm contributes a Dec-2026 year-end target alongside quarterly checkpoints. Below: the distribution shape, outliers, quarterly trajectory, and per-firm breakdown.
Other pairs: EUR/USD · GBP/USD · USD/JPY · USD/CHF · USD/CAD · AUD/USD · NZD/USD
Bank consensus from 18 banks puts USD/HUF at 319 (range 288–375) by Dec 2026 — +0.6% from the last close of 317.
USD/HUF — 2026 consensus trajectory · quarter-by-quarter
Quarterly path (Mar · Jun · Sep · Dec) · price-vs-forecast overlay
Per-firm distribution · USD/HUF Dec '26 · sorted table
Per-firm dot plot · all-firms table · per-firm bars · 36 firms
Société Générale |
| Neutral |
| 345 |
Mizuho | — | 342 |
HSBC | Bullish | 340 |
BNP Paribas | — | 335 |
UBS | Bullish | 333 |
Nomura | Bullish | 330 |
RBC Capital Markets | — | 330 |
All 18 desk targets for USD/HUF
Across the major sell-side research desks we track, the most-cited drivers shaping the USD/HUF outlook are constructive em emea positioning, and em carry theme. The single most widely shared of these themes appears in the views of 1 different banks, which makes it the closest thing to a true cross-desk consensus narrative for USD/HUF right now. These are the structural and cyclical forces — the relative monetary-policy paths, growth differentials, fiscal dynamics and capital-flow shifts — that strategists keep returning to when they frame their USD/HUF year-end targets. Watching which of these drivers gains or loses backing over time is often a more durable signal than any single point forecast, because it shows where the institutional debate is actually concentrated.
Our USD/HUF consensus aggregates the published forecasts and research narratives of the major global investment banks, comparing their year-end targets, quarterly paths and the reasoning behind them side by side. Rather than relying on any one house view, the page clusters the drivers and risk scenarios that recur across desks so you can see where the sell side genuinely agrees and where it splits. Each driver above shows how many separate banks cite it, turning a pile of individual reports into a single legible map of institutional conviction. The full per-firm distribution, individual bank targets and the detailed scenario levels behind each view are available to subscribers, while the aggregate consensus picture is open to everyone.