FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Business News | Goldman Sachs Cuts Brent Forecast to $80 as Hormuz Reopening Eases Supply Fears LatestLY
Desk synthesis pending
We’re writing the institutional analysis for this note — multi-section body, firm-by-firm alignment chips, key takeaways, market implications, risks. The synthesizer processes the queue hourly, with priority by citation density.
In the meantime, the most useful reads are the related coverage and primary source below — both reach the same substance from different angles.
How we cover this story
Cross-EM consensus is broadly neutral as of August 25, 2026, with INR the sharpest outlier — spot sits 8.46% above the Dec-26 median target.
Across six tracked EM pairs, consensus is tightest on USD/KRW and most stretched on USD/INR, where spot sits 8.48% above the Dec-2026 median.
Across six EM pairs tracked by 21 firms, consensus skews modestly USD-bullish on TRY and MXN while INR stands as the sharpest divergence from spot.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
View bank forecasts