FX Research | FX Bank Forecast

The Signal

Long-dated HUF/USD is where the Street disagrees most

Across 17 sell-side forecasts at the 12-month horizon, dispersion runs at 7.7% — the loudest bucket on the board today.

HUF/USD · 12-monthconsensus 317.9412

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Long-dated HUF/USD is where the Street disagrees most

Latest from the desks

USD/ZAR Consensus Check: Spot at 16.52, Median Target 16.10 — Week of October 6, 2026

USD/JPY Consensus: 158.13 Spot vs 154.0 Target, Week of Oct 6 2026

USD/KRW Consensus Check: Spot at 1337.94, Median Target 1380 — Week of October 6, 2026

USD/CAD at 1.4220: Consensus Targets 1.35 by Dec-2026

EM FX Consensus Check: October 6, 2026 Pair-by-Pair Targets

USD/TRY Consensus Check: 49.18 Spot vs 50.5 Target, Week of Oct 6 2026

USD/BRL Consensus Check: Spot at 4.99, Median Target 5.10 — Week of October 6, 2026

EUR/USD Trades 3.4% Below Dec-26 Consensus as 30-Firm Median Holds 1.1634

XAU/USD Consensus Check: $4,650 Target, $503 Below Spot — Week of October 6, 2026

USD/CHF Consensus Check: Spot at 0.8316, Median Target 0.78 — Week of October 6, 2026

USD/CAD Consensus Check: Spot at 1.4272, Median Target 1.35 — Week of October 6, 2026

EM FX Dec-2026 Consensus: Six Pairs, Wide Dispersion, One Outlier

USD/TRY Consensus Check: 49.15 Spot vs 50.5 Target, Week of Oct 5 2026

WTI Consensus Check, Week of October 5, 2026: Spot at $89.25, Median Target $66

USD/INR Consensus Check: Spot at 96.3, Median Target 88.6 — Week of October 5, 2026

USD/ZAR Consensus Check: Spot at 16.62, Median Target 16.10 — Week of October 5, 2026

USD/MXN at 18.08: Consensus Targets 17.75 but Dispersion Spans 2.20

USD/JPY Consensus Check: Spot at 158.02, Target 154.0 — Week of October 5, 2026

GBP/USD Consensus Check: Spot at 1.3215, Median Target 1.355 — Week of October 5, 2026

USD/BRL Oct 2026: Spot at 4.993, Consensus at 5.10, Spread 1.20

EM FX Consensus Check: Week of October 5, 2026

EUR/USD Consensus Check: Spot at 1.1203, Median Target 1.1634 — Week of October 5, 2026

XAU/USD Consensus Check: $4,650 Target, $4,187 Spot — Week of October 5, 2026

AUD/USD Consensus Check: Spot at 0.6962, Median Target 0.70 — Week of October 5, 2026

USD/KRW Consensus Check: 1380 Target, 180-Point Spread — Week of Oct 5, 2026

USD/BRL Consensus Check: Spot at 5.222, Median Target 5.10 — Week of October 5, 2026

USD/ZAR Consensus Check: Spot at 16.68, Median Target 16.10 — Week of October 4, 2026

USD/CHF Consensus: Spot at 0.8287, Median Target 0.78 — Week of October 4, 2026

XAU/USD Consensus Check, Week of October 4, 2026: Spot at 4162 vs 4650 Target

USD/CAD Consensus Check: Spot at 1.4250 vs 1.35 Target, Week of October 4, 2026

USD/INR at 96.3: Consensus Targets 88.6, but Goldman Holds 97.0

EM FX Consensus Check: Week of October 4, 2026

USD/INR Consensus Check: Spot at 96.3, Median Target 88.6 — Week of October 4, 2026

USD/TRY Consensus Check: Spot at 49.15, Spread 12.8 — Week of Oct 4, 2026

USD/KRW: Consensus Targets 1380 by Dec-2026, Spot at 1342

AUD/USD Consensus Check: 0.6957 Spot vs 0.70 Target, Week of October 4, 2026

NZD/USD Consensus Check: 0.60 Target, Spot at 0.5614 — Week of Oct 4, 2026

WTI Consensus Check, Week of October 4 2026: Spot at 91.11, Median Target 66.0

UniCredit's Gold Outlook: $5,200 Target vs the Street — Week of October 4, 2026

Reserve Bank of India rate decision preview — USD/INR eyes RBI outcome amid split forecasts

USD/JPY Consensus Check: Spot at 157.87, Median Target 154.0 — Week of October 4, 2026

USD/BRL Consensus Check: Spot at 5.2223, Median 5.10 — Week of October 4, 2026

GBP/USD Consensus Check: Spot at 1.3240, Median Target 1.3550 — Week of October 4, 2026

EUR/USD Consensus Check: Spot at 1.1252, Median Target 1.1634 — Week of October 4, 2026

USD/TRY Consensus Check: Spot at 49.14 vs 50.5 Median Target, Week of October 3, 2026

WTI Consensus Check, Week of October 3, 2026: Spot at 91.11, Median Target 66.0

USD/INR Consensus Check: Spot at 96.3, Median Target 88.6 — Week of October 3, 2026

GBP/USD: Consensus Targets 1.355 but Spot Sits at 1.3240

USD/MXN Consensus Check: Spot at 18.17, Median Target 17.75 — Week of October 3, 2026

EUR/USD Consensus Check: Spot at 1.1252, Median Target 1.1634 — Week of October 3, 2026

No material consensus shift in the last 24 hours