UBS lowers EUR/CZK forecast on eased tariff concerns

EditorSenad Karaahmetovic
Published 05/16/2025, 04:47 AM
© Reuters.

Investing.com -- UBS strategists took note of a rise in Czech koruna, with the price returning to its pre-"Liberation Day" levels against the euro. This appreciation was attributed to a delay in the implementation of US-driven tariffs and the potential for these tariffs to be less severe than initially expected. As a result, many asset prices, including that of the Czech koruna, experienced an uplift.

In light of the recent developments, UBS has revised its forecasts for the Czech koruna, showing a more optimistic outlook. The firm now predicts the EUR/CZK exchange rate to be at 25.1, 25.3, 25.3, and 25.3 through the first quarter of 2026.

This is a slight improvement from their previous forecasts of 25.4, 25.6, 25.8, and 25.8, respectively, indicating a tempered expectation of weakness in the koruna.

UBS acknowledges, however, that there are still risks that could influence the koruna’s trajectory. These include the possibility of a swift trade deal between the European Union and the United States, which could strengthen the koruna further.

Additionally, if the Czech National Bank maintains a hawkish stance, or if there is a near-term ceasefire in Ukraine, these factors could also provide support to the Czech currency.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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