FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
Insights How Volvo’s treasury is becoming a strategic player 18-12-2018 Treasuries want to be more strategic—but it’s not an easy road. They’ll need to recruit the right skill sets, take a leading role on digitalisation and be early adopters of new technologies. Nordea’s Erik Sei
| 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.
Cable trades 1.72% below the 20-firm median Dec-26 target of 1.36, with a 0.26-point dispersion that reflects sharply divided BoE-vs-Fed rate paths.
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.
30 investment banks see EUR/USD at 1.1639 by Dec 2026
View the live EUR/USD forecast