Barclays Sees Substantial Forint Gain If Orban Loses 2026 Vote

Barclays Plc said the forint could gain as much as 5.5% should Hungary’s opposition beat the Fidesz party of Prime Minister Viktor Orban in next year’s election.

While Orban has led his party to four consecutive wins since 2010, the opposition Tisza Party’s comfortable lead in surveys indicate there is a realistic chance for a change of government in the April vote, Barclays analysts Sheryl Dong and Marek Raczko said in a note Monday.