BOJ seen hiking to 1.25pct in September as yen weakness accelerates timeline
The sharp shift in economist expectations points to a BOJ that is now genuinely behind the curve on tightening, with the terminal rate view moving higher and the timeline compressing in the space of a single month. For yen crosses, this raises the stakes around the September meet
EUR/USD — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
UOB | Bearish | 1.1140 |
ABN AMRO | Bullish | 1.1500 |
Bank of America | Bullish | 1.1500 |
All 28 desk targets for EUR/USD
Desk synthesis pending
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Related news on this pair
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Euro struggles as French fiscal concerns and firm US Dollar dominate
French fiscal deterioration coupled with USD strength narrows EUR/USD support; monitor French bond spreads for contagion risk to broader eurozone credit.
EUR/USD Weekly Forecast: US Dollar persistent demand hints at a test of 1.1000
Persistent USD demand signals potential EUR/USD downside to 1.1000, suggesting dollar strength may be structurally underpinned rather than tactical.
EUR/USD Price Forecast: Rallies fail above 1.1200 amid high Oil prices, debt woes
EUR resistance failure at 1.1200 combined with Eurozone debt concerns suggests structural headwinds for EUR/USD near-term; elevated oil prices add stagflation risk to ECB policy calculus.
Cross-firm research
GBP/USD: Consensus Targets 1.355 but Spot Sits 2.3% Below
Cable trades at 1.3234 against a 20-firm median Dec-26 target of 1.355, a 2.33% gap that reflects divergent BoE-vs-Fed rate path assumptions.
EUR/USD Consensus Gap: Spot at 1.1202 vs 1.16 Target, Week of Oct 10 2026
EUR/USD spot sits 3.43% below the 31-firm median Dec-26 target of 1.16, with a 0.155 dispersion range signalling deep disagreement on the Fed-ECB rate path.
GBP/USD Consensus Check: 1.355 Target, Spot at 1.3234 — Week of Oct 10, 2026
Cable trades 2.33% below the 20-firm median Dec-26 target of 1.355, with a 0.26-figure dispersion that reflects a live debate over BoE-vs-Fed cut sequencing.