MUFG: BoJ Can Tighten Further, But Japanese Yen May Stay Weak - Exchange Rates Org UK
MUFG: BoJ Can Tighten Further, But Japanese Yen May Stay Weak Exchange Rates Org UK
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Cross-firm research
EM FX Consensus Check: Week of August 25, 2026
Cross-EM consensus is broadly neutral as of August 25, 2026, with INR the sharpest outlier — spot sits 8.46% above the Dec-26 median target.
EM FX Consensus Map, Dec-2026: Six Pairs, 21 Desks
Across six tracked EM pairs, consensus is tightest on USD/KRW and most stretched on USD/INR, where spot sits 8.48% above the Dec-2026 median.