Japan finance minister held emergency call with Bessent as yen nears 40-year low
USD/JPY is acutely sensitive to any official confirmation of these talks, with the yen already within a whisker of levels that triggered record intervention earlier this year. A break above 161.96 would take the pair to its weakest since 1986, a psychologically and politically si
EUR/USD — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
Danske Bank | — | 1.1300 |
UOB | — | 1.1445 |
Citi | — | 1.1200 |
All 27 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.
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Sources & References
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Related news on this pair
EUR/USD Price Forecast: Testing 11-month lows at 1.3991 amid broad US Dollar strength
EUR/USD testing 11-month lows signals sustained USD strength; break below 1.3991 could trigger further downside targeting into 1.39 handle.
Euro: Rate spread pressure EUR against US Dollar – Danske Bank
Widening US-EU rate differential creates structural headwind for EUR/USD as carry trades favor dollar positioning.
Euro languishes near three-month lows against US Dollar despite progress in US-Iran talks
EUR/USD weakness persists despite risk-on conditions from Iran talks, suggesting USD strength is driven by macro fundamentals rather than risk sentiment.
Euro: Policy divergence supports against US Dollar – Rabobank
ECB-Fed policy divergence cited as structural EUR/USD support; widening rate differentials may limit dollar strength near-term despite US growth resilience.
Cross-firm research
EUR/USD at 1.1401 vs 1.20 Consensus: A 5% Gap Heading Into Dec-26
EUR/USD spot sits 4.99% below the 24-firm Dec-26 median target of 1.20, exposing a consensus that remains structurally bullish while tape disagrees.
GBP/USD Consensus Targets 1.35 by Dec-2026, Spot Sits 1.97% Below
Cable trades at 1.3235 against a 21-firm median Dec-2026 target of 1.35, a 1.97% gap that hinges on the relative pace of BoE versus Fed easing.
USD/JPY at 161.25: Consensus Targets 148.0 by Dec-2026
USD/JPY trades at 161.25, nearly 9% above the 22-firm Dec-2026 consensus of 148.0, with a 24-point dispersion that reflects sharply divided BoJ and US rate-path assumptions.