FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
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| Firm |
|---|
| Stance |
|---|
| YE 2026 |
|---|
UOB | Neutral | 1.1450 |
Citi | Bearish | 1.1000 |
MUFG | Bullish | 1.1800 |
All 28 desk targets for EUR/USD
Desk synthesis pending
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EUR/USD rebound capped by technical resistance suggests limited near-term upside for euro weakness trades.
Widening EUR/USD yield spreads in favor of eurozone assets suggests technical support for mean reversion; monitor if 10Y differential sustains above 100bp.
ING assessment of constrained EUR upside signals limited momentum for euro strength; USD positioning likely remains defensive.
Cable trades 0.82% below the 21-firm median Dec-26 target of 1.35, with a 0.23-point spread separating Morgan Stanley's 1.47 from Citi's 1.24.
USD/JPY trades 8.53% above the 23-firm median Dec-26 target of 149.0, with a 25-point dispersion that reflects deep disagreement on the BoJ rate path.
EUR/USD spot sits at 1.1415, roughly 2.85% below the 28-firm median Dec-26 target of 1.1750, leaving consensus firmly bullish against a pair that has not caught up.
28 investment banks see EUR/USD at 1.1736 by Dec 2026
View the live EUR/USD forecast