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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
Goldman Sachs 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 →
Goldman Sachs quantitative FX strategy signals and factor analysis
Key insight
2026 likely characterized by low CB activity initially, rising as BOJ normalizes. G10 carry and commodity ToT strategies favored early.
15 strategies · 6 dollar drivers · regime-conditional factor analysis
6 insights · 15 strategies · 0 dollar drivers behind the gate.