FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
SPEECH Strengthening operational resilience for the age of AI Keynote speech by Frank Elderson, Member of the Executive Board of the ECB and Vice-Chair of the Supervisory Board of the ECB, at the Goldman Sachs European Financials Conference 2026 Zurich, 3 June 2026 Thank you for
| Firm | Stance | YE 2026 |
|---|
Bank of America | Bearish | 1.1200 |
ANZ | Bearish | 1.1400 |
UOB | Bullish | 1.1565 |
All 30 desk targets for EUR/USD
Desk synthesis pending
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How we cover this story
Risk-off flows into USD safe-haven assets likely to persist if Middle East escalation prevents ECB rate-cut momentum.
EUR/USD rejection at 1.1550 suggests sellers remain active; watch for fresh lows if support breaks.
Cable trades at 1.3454 against a 21-firm median Dec-26 target of 1.35, leaving spot just 0.34% below consensus with a 0.23 dispersion range.
USD/JPY trades 5.64% above the 23-firm Dec-2026 consensus of 150.0, with a 25.5-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.
USD/JPY trades 5.16% above the 23-firm Dec-2026 median of 150.0, with a 25.5-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.
30 investment banks see EUR/USD at 1.1654 by Dec 2026
View the live EUR/USD forecast