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FX BANK FORECAST · DISAGREEMENT

Where the Street disagrees most

Coefficient of variation across firm forecasts for each currency and horizon. Loud cells mark the buckets where banks disagree most — the buckets where alpha is most likely to live.

Pairmar26jun26sep26dec26
EUR/USD0.8%1.1%1.2%2.5%
JPY/USD1.3%2.4%3.4%4.9%
GBP/USD1.2%1.8%2.0%2.7%
CHF/USD0.9%1.3%1.7%2.3%
AUD/USD2.0%1.7%2.0%2.3%
CAD/USD0.4%0.7%1.5%2.2%
NZD/USD1.8%1.9%1.5%2.0%
NOK/USD1.5%1.7%1.3%1.5%
SEK/USD1.5%1.6%1.5%1.8%

FX BANK FORECAST · COVERAGE

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Aggregated year-end forecasts, scenario shifts, and curated analyst notes from eight institutional desks. No promotion.