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FX BANK FORECAST · COVERAGE
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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from 35 institutional desks. No promotion.
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oil-supply-shock
Oil · Supply Shock Research
Research grouped under the Oil · Supply Shock pillar — consensus, dispersion, and the gap to spot across firms. Every piece links back to the underlying firm reports.
- ·WTI·5 min read·+17.27% gap
WTI Consensus Check, Week of August 6 2026: Spot at 77.4, Median Target 66.0
WTI spot trades 17.3% above the nine-bank median Dec-26 target of 66.0, with a 42-point spread separating Mizuho's 100.0 call from Macquarie's 58.0.
oil supply shockRead → - ·WTI·5 min read·+13.42% gap
WTI Consensus Check: Spot at $74.86 Sits 13% Above Dec-26 Median — Week of August 5, 2026
WTI spot at $74.86 trades 13.42% above the nine-bank Dec-26 median of $66.00, with a $42 dispersion signalling deep disagreement on the supply path.
- ·WTI·5 min read·+22.76% gap
WTI Consensus Check, Week of August 4, 2026: Spot at $81 vs $66 Median
WTI spot at $81.02 trades 22.76% above the nine-bank Dec-2026 median of $66.00, with a $42 range separating Mizuho's $100 bull case from Macquarie's $58 floor.
- ·WTI·5 min read·+21.30% gap
WTI Consensus Check, Week of August 3 2026: Spot at $80 vs $66 Target
WTI trades at $80.06, roughly 21% above the nine-bank median Dec-26 target of $66, with a $42 spread separating the most bullish and bearish desks.
- ·WTI·5 min read·+28.29% gap
WTI Consensus Check: Spot at 84.67, Median Target 66.0 — Week of August 2, 2026
WTI spot at 84.67 sits 28% above the nine-bank median Dec-26 target of 66.0, with a 42-point dispersion from Macquarie's 58.0 floor to Mizuho's 100.0 ceiling.
- ·WTI·5 min read·+28.29% gap30 reads
WTI at $84.67 Trades 28% Above Dec-26 Consensus of $66
WTI spot at $84.67 sits 28% above the nine-bank Dec-26 median of $66, with a $42 spread from Mizuho's $100 bull case to Macquarie's $58 floor.
- ·WTI·5 min read·+28.29% gap
WTI Oil Forecast Consensus: Week of August 1, 2026 — Spot at 84.67, Banks Target 66.0
WTI spot trades at 84.67, some 28% above the nine-bank Dec-26 median of 66.0, with a 42-point dispersion separating Mizuho's 100.0 from Macquarie's 58.0.
- ·WTI·5 min read·+27.55% gap2 reads
WTI Consensus Check, Week of July 31 2026: Spot at 84.18, Banks Target 66
WTI spot at 84.18 trades 27.55% above the nine-bank Dec-26 median of 66.0, with a 42-point dispersion signalling deep structural disagreement.
- ·WTI·5 min read·+27.17% gap
WTI Consensus Check, Week of July 30 2026: Spot at 83.93, Median Target 66.0
WTI spot at 83.93 sits 27% above the nine-bank median Dec-26 target of 66.0, with a 42-point dispersion separating Mizuho's 100 from Macquarie's 58.
- ·WTI·5 min read·+22.71% gap4 reads
WTI Consensus Check, Week of July 28 2026: Spot at 80.99, Median Target 66
WTI spot at 80.99 sits 22.71% above the nine-bank median Dec-26 target of 66.0, the widest bearish consensus gap in the current survey cycle.
- ·WTI·5 min read·+27.98% gap
WTI Consensus Check, Week of July 27 2026: Spot at 84.47, Median Target 66
WTI spot at 84.47 sits 27.98% above the nine-bank median Dec-26 target of 66.00, with a 42-point range separating Mizuho's 100 from Macquarie's 58.
- ·WTI·5 min read·+35.32% gap
WTI Oil Forecast Consensus: Week of July 26, 2026
WTI spot at 89.31 sits 35.32% above the nine-bank Dec-26 median of 66.0, the widest gap in the current consensus cycle.
oil supply shock - ·WTI·5 min read·+37.19% gap6 reads
WTI Oil Consensus Check: Spot at $89.86, Banks Target $65.50 (Week of July 24, 2026)
WTI spot at $89.86 sits 37% above the $65.50 bank median Dec-26 target, the widest consensus gap in the current survey cycle.
- ·WTI·5 min read·+25.85% gap
WTI Oil Forecast Consensus: July 20, 2026 — Spot at $82 vs $65.50 Median
WTI trades at $82.43, nearly 26% above the ten-firm Dec-26 median of $65.50, with a $42 spread separating Mizuho from Macquarie.
- ·WTI·5 min read·+24.85% gap2 reads
WTI Oil Forecast Consensus: July 19, 2026 — Spot at $81.78, Median Target $65.50
WTI spot at $81.78 trades 24.85% above the 10-firm median Dec-26 target of $65.50, signalling a heavily bearish bank consensus against a still-elevated tape.
- ·WTI·5 min read·+24.85% gap3 reads
WTI Oil Forecast Consensus: Week of July 18, 2026 — Spot at $81.78, Median Target $65.50
WTI spot at $81.78 sits 24.85% above the ten-desk Dec-26 median of $65.50, signalling a firmly bearish sell-side consensus with a $42 dispersion range.
- ·WTI·5 min read·+19.98% gap
WTI Consensus at $65.50 vs $78.59 Spot — Week of July 15, 2026
WTI trades nearly 20% above the Dec-26 bank consensus median of $65.50, with a $42 spread separating the most bullish and most bearish desks.