FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 37 institutional desks. No promotion.
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| 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
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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 1.14654 sits 1.87% below the 30-firm Dec-26 consensus median of 1.1684, with a 0.14 spread separating the most and least bullish desks.
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