Goldman Sachs: Revising Down USD/JPY Targets but See Risks in Both Directions Around the Baseline - eFXdata
Goldman Sachs: Revising Down USD/JPY Targets but See Risks in Both Directions Around the Baseline eFXdata
USD/JPY — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
MUFG | Bullish | 152.00 |
UBS | Bearish | 160.00 |
Scotiabank | Bullish | 140.00 |
All 22 desk targets for USD/JPY
Desk synthesis pending
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Cross-firm research
USD/JPY at 158.13: Consensus Targets 154.0, Dispersion Hits 25.5
USD/JPY trades 2.68% above the 24-firm Dec-26 consensus of 154.0, with a 25.5-figure dispersion reflecting deep disagreement over the BoJ rate path and US 10-year yields.
USD/JPY Consensus Check: Spot at 157.38, Target 154.0 — Week of September 30, 2026
USD/JPY trades 2.20% above the 24-firm Dec-26 consensus of 154.0, with a 25.5-point dispersion that reflects sharply divided BoJ and US rates views.
USD/JPY Consensus Check: Spot at 157.28, Median Target 154.0 — Week of September 29, 2026
USD/JPY trades 2.13% above the 24-firm median Dec-26 target of 154.0, with a 25.5-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.