FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
AUD/USD: RBA Holds Rates, but Downside Bias Persists – Commerzbank CryptoRank
| Firm | Stance | YE 2026 |
|---|
Société Générale | Bullish | 0.7120 |
Scotiabank | Bullish | 0.7500 |
Commerzbank | Bullish | 0.7100 |
All 25 desk targets for AUD/USD
Desk synthesis pending
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How we cover this story
Commerzbank's EUR/USD appreciation call suggests convergence in rate differentials; monitor ECB guidance for timing and pace confirmation.
Market repricing of Fed rate expectations narrows USD support, allowing EUR/USD to consolidate higher near-term resistance levels.
Strong US payrolls data expected to limit EUR/USD upside and support USD strength through revised rate expectations.
AUD/USD trades 0.54% above the 25-firm Dec-26 median of 0.7075, with a 0.10 dispersion range signalling unusually wide disagreement on the pair's trajectory.
AUD/USD trades at 0.7085, a hair above the 25-firm Dec-26 median of 0.7075, with a 0.10 spread separating Scotiabank's 0.75 bull case from Mizuho's 0.65 floor.
AUD/USD spot of 0.7085 sits within 0.15% of the 25-firm Dec-26 median of 0.7075, masking a 0.10-figure dispersion between Scotiabank and Mizuho.
25 investment banks see AUD/USD at 0.7064 by Dec 2026
View the live AUD/USD forecast