FX BANK FORECAST · COVERAGE
Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 30 institutional desks. No promotion.
The general search for US dollars in forward currency markets, combined with the balance-sheet constraints of intermediary dealers, induces persistent failure of covered interest parity (CIP). We investigate these CIP deviations across the entire maturity spectrum by analyzing th
| Firm | Stance | YE 2027 |
|---|---|---|
Goldman Sachs | Bearish | 1.1200 |
UOB | Neutral | 1.1450 |
Citi | Bearish | 1.1000 |
All 28 desk targets for EUR/USD
Desk synthesis pending
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EUR/USD rebound capped by technical resistance suggests limited near-term upside for euro weakness trades.
Widening EUR/USD yield spreads in favor of eurozone assets suggests technical support for mean reversion; monitor if 10Y differential sustains above 100bp.
ING assessment of constrained EUR upside signals limited momentum for euro strength; USD positioning likely remains defensive.
USD/CHF trades at 0.8084, 3.64% above the 20-firm median Dec-26 target of 0.78, with a 0.09 spread separating the most bullish and bearish desks.
EUR/USD spot at 1.1415 sits 2.85% beneath the 28-firm median Dec-26 target of 1.1750, with a 0.20-figure dispersion range exposing deep macro disagreement.
EUR/USD spot sits 2.85% below the 28-firm median Dec-26 target of 1.1750, exposing a consensus that remains structurally bullish on the euro.
28 investment banks see EUR/USD at 1.1736 by Dec 2026
View the live EUR/USD forecast