BOE’s Breeden: Not at all obvious there is a path to lower energy prices.
Comments from Bank of England Deputy Governor Breeden on energy prices and inflation cross the wires: Not at all obvious that there is a path to lower energy prices. Indirect pass through of energy price rises limited so far, suggests slack in economy. The larger and longer the e
GBP/USD — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
Bank of America | Bullish | 1.3700 |
Scotiabank | Bullish | 1.3600 |
UOB | Bullish | 1.3700 |
All 18 desk targets for GBP/USD
Desk synthesis pending
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Cross-firm research
GBP/USD Consensus Check: 1.36 Target, Spot at 1.3313 — Week of September 23, 2026
Cable trades 2.11% below the 20-firm median Dec-26 target of 1.36, with a 0.26-point dispersion that exposes deep disagreement on BoE-vs-Fed timing.
GBP/USD Consensus Check: 1.36 Target, Spot at 1.3322 — Week of September 22, 2026
Cable trades 2.04% below the 20-firm median Dec-26 target of 1.36, with a 0.26-point spread separating UBS at 1.50 from Citi at 1.24.
GBP/USD Consensus Check: Spot at 1.3367, Median Target 1.36 — Week of September 21, 2026
Cable trades 1.72% below the 20-firm median Dec-26 target of 1.36, with a 0.26-point dispersion that reflects sharply divided BoE-vs-Fed rate paths.