FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 36 institutional desks. No promotion.
Goldman Sachs significantly raised its forecasts for AI server PCBs and CCLs, projecting the market size to reach $84 billion and $48 billion, respectively, by 2028. 富途牛牛
Desk synthesis pending
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Cross-EM consensus is broadly neutral as of August 17, 2026, with dispersion widest in USD/INR and USD/TRY and carry desks leaning into MXN and KRW.
Cross-EM consensus is broadly neutral as of August 16, 2026, with INR the sharpest outlier—spot sits 9% above the Dec-26 median across 21 contributing desks.
Across six EM pairs, 21 desks show widest dispersion in USD/INR and USD/TRY, with INR spot running 9% above the Dec-26 median—the sharpest consensus gap in the roundup.
Live cross-firm bank consensus across 36 desks — FX, oil & gold
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