NZD/CHF Forecast: 0.4790 Bull Case vs 0.4560 Bear Case
NZD/CHF forecast: the 9 October ECB reference is 0.46656. A bull case at 0.4790 sits above it and a bear case at 0.4560 sits below, out to 31 December 2026.
Latest by Abdelaziz
24+ articles
AUD/CAD Forecast: 1.0250 Bull Case vs 0.9480 Bear Case
AUD/CAD forecast: the ECB fix on 9 October 2026 was 0.99315, up 8.53% since 31 December. Bull case 1.0250, bear case 0.9480, and base 0.9700 by year-end.
GBP/AUD Forecast: 1.9600 Bull Case vs 1.8400 Bear Case
GBP/AUD forecast: spot is 1.8938 after a 6.6% fall in twelve months. The bull case is 1.9600 and the bear case is 1.8400, base 1.8750, by 31 December.
CAD/JPY Forecast: 115.30 Bull Case vs 107.50 Bear Case
CAD/JPY forecast: a 112.50 base into December 31, measured from 110.98 on October 8, with a 115.30 bull case and a 107.50 bear case before the jobs print.
EUR/AUD Forecast: 1.68 Bull Case vs 1.54 Bear Case
EUR/AUD forecast from the 7 October 2026 ECB fix at 1.6079. The base case is 1.58 by 31 December, with a 1.68 bull case and a 1.54 bear case if the gap holds.
GBP/CAD Forecast: 1.94 Bull Case vs 1.83 Bear Case
GBP/CAD is 1.8918 on the October 6 ECB fix, near the top of a one-year range. The year-end base is 1.87, with a bull case at 1.94 and a bear case at 1.83.
US 10-Year Yield Explained: What 5.31% Does to Prices
US 10-year Treasury yield at 5.31% on 5 October 2026: how the par yield differs from the Fed funds rate, and what the print does to mortgages and other prices.
EUR/CAD Forecast: 1.64 Bull Case vs 1.56 Bear Case
EUR/CAD is 1.5984 on the latest 2 October ECB reference. The bull case is 1.64 and the bear case is 1.56, with a 1.61 base path into 31 December 2026.
USD/HUF Forecast to December: 350 Bull vs 307 Bear
USD/HUF sits at 328.89 on the 2 October ECB reference. To December the bull case is 350, the base path is 325, and the bear case is 307 if both legs reverse.
USD/PLN Forecast: 4.15 Bull Case vs 3.65 Bear Case
USD/PLN was 3.8998 on the 2 October 2026 ECB fix. The bull case 4.15 and bear case 3.65 bracket a base near 3.82 if the dollar impulse fades by December.
NZD/JPY forecast: 93.00 bull case vs 84.50 bear case
NZD/JPY is 88.71 on the 1 October ECB reference. Bull case 93.00 by 31 December, bear case 84.50, base 87.50. The year's gain was the yen, not the kiwi.
USD/NOK Forecast: 10.25 Bull Case vs 9.17 Bear Case
USD/NOK was 9.6006 on 30 September 2026. Bull case 10.25, bear case 9.17 into December, after a month that followed the dollar rather than Brent spot.
USD/SEK Forecast: 10.60 Bull Case vs 9.35 Bear Case
USD/SEK forecast to 31 March 2027: the 10.60 bull case is a weaker krona, and the 9.35 bear case a stronger one, against the 9.9701 ECB fixing on 29 September.
USD/CNH Forecast: 6.86 Bull Case vs 6.56 Bear Case by Year-End
USD/CNH forecast: 6.86 bull case and 6.56 bear case by year-end, with the offshore yuan at 6.7045 and the PBoC fixing weaker than spot for ten months.
GBP/CHF Forecast: 1.1250 Bull Case vs 1.0600 Bear Case for Q4
GBP/CHF fixed at 1.0977 with Bank Rate at 3.75% and the SNB at 0%. Our 1.1250 bull, 1.1050 base and 1.0600 bear cases to 31 December, and the votes behind them.
CHF/JPY Forecast: 198.00 Bull Case vs 181.00 Bear Case for Q4
CHF/JPY forecast to 31 December: the franc, not the yen, drove a 6.75% slide from the 204.03 April peak. Levels: 198.00 bull, 186.50 base, 181.00 bear case.
AUD/NZD Cross Forecast: 1.2750 Bull vs 1.2050 Bear Case
AUD/NZD held 1.2393 on the 24 September ECB fix while the RBA-RBNZ policy gap narrowed to 160bp. Bull case 1.2750, bear case 1.2050, horizon 31 Dec 2026.
USD/INR Forecast: 98.50 Bull Case vs 93.00 Bear Case to FY27 End
USD/INR forecast to March 2027: the RBI's swap window pulled in $143.6bn, yet the rupee sits at 95.87. Why our bull case is 98.50 and our bear case is 93.00.
USD/KRW Forecast: 1,450 Bull Case vs 1,300 Bear Case by December
USD/KRW forecast: 1,450 bull case and 1,300 bear case by December, with the won at 1,365 after record chip exports and back-to-back Bank of Korea rate hikes.
AUD/JPY Forecast: 118.00 Bull Case vs 104.00 Bear Case
AUD/JPY forecast: the BoJ hiked to 1.25% yet the cross rose 1.5%, and the RBA carry gap is still wider than in January. Bull case 118.00, bear case 104.00.
EUR/JPY Forecast: 188.00 Bull Case vs 172.00 Bear Case
EUR/JPY forecast to 31 Dec 2026: the ECB and BoJ hiked eight days apart, the 125bp gap held and Tokyo has spent ¥27tn on yen. Base 177.50, bull 188, bear 172.
EUR/CHF Forecast: 0.9750 Bull Case vs 0.9150 Bear Case
EUR/CHF settled at 0.9462 on 18 September with the ECB at 2.50% and the SNB at zero. Our base case is 0.9550, bull 0.9750 and bear 0.9150 by 30 June 2027.
EUR/NOK Forecast: 11.50 Bull Case vs 10.30 Bear Case
Norges Bank just flipped to selling NOK 176m a day as Brent hit $130.80. Our EUR/NOK forecast: an 11.50 bull case against a 10.30 bear case to Q1 2027.
EUR/GBP Forecast: 0.8800 Bull Case vs 0.8420 Bear Case
EUR/GBP sits at 0.8587 after the ECB hiked to 2.50% and the Bank of England held 6-3. Why the two-year gilt-Schatz spread pays sterling 28bp it has not earned.