FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
In case you missed it, from earlier: BofA cuts USD/JPY year-end forecast to 149 after intervention This adds to their previous quick take that the joint action by the US and Japan has removed the "ultimate constraint" on intervention. Given the situation, they have revised down t
| Firm |
|---|
| Stance |
|---|
| YE 2026 |
|---|
Bank of America | Bearish | 1.1200 |
ANZ | Bearish | 1.1400 |
UOB | Bullish | 1.1565 |
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 and primary source below — both reach the same substance from different angles.
How we cover this story
EUR/USD rejection at 1.1550 suggests sellers remain active; watch for fresh lows if support breaks.
EUR/USD technical setup suggests upside momentum toward 1.1600 resistance, implying near-term USD weakness in the pair.
Cable trades at 1.3454 against a 21-firm median Dec-26 target of 1.35, leaving spot just 0.34% below consensus with a 0.23 dispersion range.
USD/JPY trades 5.64% above the 23-firm Dec-2026 consensus of 150.0, with a 25.5-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.
USD/JPY trades 5.16% above the 23-firm Dec-2026 median of 150.0, with a 25.5-point dispersion range signalling deep disagreement on the BoJ-Fed spread path.
30 investment banks see EUR/USD at 1.1654 by Dec 2026
View the live EUR/USD forecast