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 | Bullish | 1.1800 |
ING | Neutral | 1.1700 |
Rabobank | Bullish | 1.1800 |
All 30 desk targets for EUR/USD
Desk synthesis pending
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Sources & References
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Related news on this pair
Euro: Upside limited above fair value against US Dollar – Scotiabank
EUR/USD faces technical resistance near fair value; Scotiabank's valuation framework suggests limited upside, supporting USD strength thesis.
Euro stays near three-month high as US Dollar remains subdued
Euro: Recovery against US Dollar supported by data – BBH
Recent Eurozone data momentum is underpinning EUR/USD recovery from lows, reducing near-term USD safe-haven bid.
Euro: Further gains eyed toward 1.1800 against US Dollar – UOB
EUR/USD technical target of 1.1800 suggests directional bias toward euro strength; traders should monitor resistance levels and macro catalysts driving momentum.
Cross-firm research
USD/JPY Consensus Check: Spot at 159.20, Target 156.0 — Week of August 25, 2026
USD/JPY trades 2.05% above the 23-firm Dec-26 median of 156.0, with a 25.5-point dispersion that reflects deep disagreement on the BoJ rate path.
EUR/USD Consensus at 1.17 vs Spot 1.1675: How Wide Is the Gap?
EUR/USD spot sits just 0.22% below the 30-firm Dec-26 consensus of 1.17, yet a 0.14 dispersion range signals deep disagreement on the path.
GBP/USD Consensus Check: Spot at 1.3623 vs 1.35 Median, Week of August 25, 2026
Cable trades 0.91% above the 21-firm median Dec-26 target of 1.35, with a 0.23-point spread separating Morgan Stanley's 1.47 bull case from Citi's 1.24 floor.