Yen slips, Aussie firms as BoJ data softens and Bullock flags RBA hike
Moves have been modest but clearly visible in Asian trade, with the yen the session's underperformer after Japan August inflation data undershot forecasts across the board, and the Australian dollar the stronger performer following Governor Bullock's comments to a parliamentary c
AUD/USD — All Desk Targets
| Firm | Stance | YE 2026 |
|---|---|---|
BNP Paribas | Bearish | 0.6800 |
UBS | Bullish | 0.7300 |
UOB | Bearish | 0.7120 |
All 24 desk targets for AUD/USD
Desk synthesis pending
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Cross-firm research
USD/JPY Consensus Check: Spot at 157.07, Median Target 152 — Week of September 21, 2026
USD/JPY trades at 157.07, roughly 3.3% above the 23-firm median Dec-26 target of 152.0, with a 25.5-point dispersion signalling deep disagreement on the BoJ rate path.
AUD/USD Consensus Check: Spot at 0.7122, Median 0.71 — Week of September 21, 2026
AUD/USD trades at 0.7122, a whisker above the 24-firm median Dec-26 target of 0.71, with an 0.08 spread separating Scotiabank's 0.75 bull case from Citi's 0.67 bear.
AUD/USD Consensus Check: Week of September 20, 2026
AUD/USD trades at 0.7125, a whisker above the 24-firm median Dec-26 target of 0.71, with an 0.08 range separating the most bullish and bearish desks.