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FX Outlook 2026: Navigating the Turn

LIVE28 November 2025USD bearish

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USD/PLN

Name: Investment Bank FX Research Directory
Creator: FX Bank Forecast
License: https://fxbankforecast.com/terms
Keywords: bank FX research, investment bank reports, FX strategy, institutional research directory, bank forecasts

PLN supported by EU fund inflows, NBP near terminal, and German fiscal linkage.

Bullish

BARC Forecast Path

Cross-Firm Forecast Comparison

Key Drivers

EU fund inflows

NBP near terminal

German fiscal link

Growth resilience

Inflation convergence

All Firm Targets (Dec '26)

JPMBullish3.38

INGBullish3.38

BARCBullish3.35

GS3.35

MUFG3.32

MS3.30

BofABullish3.28

DBBullish3.25

Analysis Summary

PLN supported by EU fund inflows, NBP near terminal, and German fiscal linkage. Strong CEE pick.

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