EUR/USD: the split isn't a real disagreement — it's a timing call.
Researchers tracking the euro are lined up on opposite sides of the same trade depending on horizon. Near-term, one camp of analysts argues the pair could retest the 1.1325 lows, pointing to a hawkish tone from Fed Chair Warsh into the Sintra gathering and the risk that softer Eurozone inflation data adds fuel to euro weakness. A separate published forecast pencils in 1.14 over one to three months, citing fading enthusiasm around Germany's fiscal loosening and imported inflation pressure from the Iran conflict.
Look further out and the tone flips. The cyclical consensus in recent research is that EUR/USD recovers to 1.15–1.16 over 6–12 months as the market unwinds its hawkish Fed repricing, yield spreads move back in the euro's favour, and the ECB delivers one last insurance cut. A contrarian thread suggests the euro still lags the New Zealand dollar as the RBNZ tightens.
Bottom line from the research: same macro logic, different clocks.