Palladium is down 23% in 2026 while Nornickel projects a 100,000 oz deficit. The case for $1,450 by year-end: supply, substitution and the EU's ICE retreat.
Robinhood market call: $110 base by December 31, 2026 as event contracts outearn crypto for the first time — plus the deposit slowdown that could break the thesis at $78.
Nvidia at $206.75 heads to $224 by September 1 as hyperscaler capex prints meet a hawkish Fed. Base, bull and bear targets with four disconfirmation triggers.
The won has strengthened to 1,447.80 while the KOSPI fell 34%. That divergence closes as Chinese DRAM supply erodes Korea's terms of trade. Base case 1,520 by Q4 2026.
EUR/CHF to 0.9450 by December 2026 from 0.9155. The mechanism is the SNB's stated willingness to intervene against franc strength — a soft floor, not a hard cap.
GBP/JPY at 218.15 sits above the entire forecast-house central tendency while the BOJ tightens faster than guided and Tokyo warns of decisive FX action. Base case 205.
The krone has gained 7.72% on the euro in 2026 while the Swedish krona fell. USD/NOK reaches 9.20 by year-end on a Norges Bank hiking bias the G10 no longer shares.
USD/MXN to 17.90 by Q4 2026: Banxico is anchored at 6.50% while the Fed is priced to hike, compressing the carry from the US side. Levels and invalidation.
USD/CAD to 1.4300 by September 30, 2026. The Bank of Canada's inflation forecast assumes oil falls - and elevated oil is what is holding the loonie up.