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FX BANK FORECAST · COVERAGE
Institutional FX coverage in your inbox
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
FX targets via market commentary
Bank of America holds a bearish-USD view for 2026 — see its Dec-2026 currency targets, conviction trades and macro scenarios, or compare against the live cross-firm consensus →
Bank of America EUR/USD scenario analysis and USD macro framework
Bull Case
Bull Case scenario
Base Case
Base case: fiscal boost
Bear Case
Bear Case scenario
Scenario probabilities · rate paths · narrative commentary
5 EUR/USD scenarios · 6-cell USD macro matrix · fair value, Fed/ECB paths, and narrative unlock with Retail.