UBS On-Air: Paul Donovan Daily Audio 'Credibility and the “sell US” trade'
Investors and the US administration are likely to keep focus on the US Treasury bond market, which weakened modestly in the wake of US President Trump’s latest tariff threats. The implications of additional tariffs are more US inflation pressures and a further erosion of the USD’
EUR/USD — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
UOB | — | 1.1445 |
J.P. Morgan | — | 1.1300 |
Goldman Sachs | — | 1.2000 |
All 27 desk targets for EUR/USD
Desk synthesis pending
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Related news on this pair
Euro: Bearish bias with scope toward 1.12 against US Dollar – Scotiabank
Scotiabank's 1.12 EUR/USD target implies ~2% downside from current levels, signaling institutional conviction on euro weakness relative to dollar strength.
Euro: Testing 1.1300 risk grows against US Dollar – ING
EUR/USD downside targeting 1.1300 suggests institutional flow increasingly positioned for dollar strength amid widening rate differentials.
Euro: Yield gap drives downside risk against US Dollar – MUFG
Widening US-eurozone yield differential creates structural headwind for EUR/USD, reinforcing near-term downside bias.
Euro extends downfall against US Dollar amid firm Fed hike bets
Market repricing higher Fed terminal rate expectations supports USD strength against risk currencies; EUR/USD weakness reflects rate differential widening.
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.