FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
EUR/USD: Sideways bias with Dollar edge – Commerzbank FXStreet
| Firm | Stance | YE 2026 |
|---|---|---|
BNP Paribas |
| Bearish |
| 1.1500 |
UBS | Bullish | 1.1800 |
UOB | Bullish | 1.1800 |
All 30 desk targets for EUR/USD
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 below — it reaches the same substance from different angles.
How we cover this story
Fed hawkishness creating fresh EUR/USD selling pressure suggests market repricing higher-for-longer USD rates relative to ECB policy trajectory.
Rising yields supporting USD strength; EUR/USD trading below 1.15 suggests market repricing of relative rate differentials favors dollar appreciation.
Hawkish Fed guidance supports USD strength and widens rate differential favoring dollar positioning into week-end.
EUR/USD spot at 1.1469 sits 1.84% below the 30-firm Dec-26 consensus of 1.1684, with a 0.14 dispersion range signalling meaningful strategic disagreement.
EUR/USD spot sits 1.85% below the 30-firm median Dec-26 target of 1.1684, with a 0.14 dispersion range signalling material disagreement on the Fed-ECB endgame.
EUR/USD trades 1.69% below the 30-firm median Dec-26 target of 1.1684, with a 0.14 range separating Nordea's 1.24 bull case from Citi's 1.10 floor.
30 investment banks see EUR/USD at 1.1639 by Dec 2026
View the live EUR/USD forecast