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Bank of Canada: Is the Market Too Confident About an October Rate Hike?

Oct 23, 2026

Markets price an 82% chance of a rate hike. Our independent forecast is 65%. Here’s why the latest inflation data may not tell the whole story.

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PG-0011: Brazil's Runoff — Is the Market Too Confident?

Oct 10, 2026

Two new polls put Bolsonaro ahead. But what do they actually tell us about the October 25 outcome?

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PG-0011 Update: Brazil's Runoff — The Next Test

Oct 8, 2026

New polling will test the assumptions behind our October 5 forecast revision.

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PG-0011 Update: Bolsonaro Surges to 84% — Has the Market Gone Too Far?

Oct 5, 2026

Flávio Bolsonaro beat the polls and won the first round. Prediction markets now make him an overwhelming favorite.

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PG-0011: Brazil Election — Markets Give Flávio Bolsonaro 57%

Oct 3, 2026

The prediction market has a clear favorite. Does the polling evidence support it?

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The Market Has Moved Past ProbGap on Q3 GDP

Oct 1, 2026

The market has climbed from 51% to 70%. ProbGap remains at 64%.

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From 65% to 40%: The Canada–EU Market Has Converged Toward ProbGap

Oct 1, 2026

ProbGap published 38% when the market was at 65%. Today the market is around 40%.

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The October Fed Gap Is Back

Oct 1, 2026

Prediction markets have cut the probability of an October Fed hike to around 43%. ProbGap remains at 61%.

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Anthropic’s IPO Looks Real. November Still Looks Too Certain.

Sep 30, 2026

The market gives Anthropic roughly a 63% chance of trading publicly by November 30. ProbGap puts it at 52%.

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The Pipeline Is Exporting Oil. The Market Still Says 18%.

Sep 28, 2026

The physical restart has happened. The prediction market is waiting for something else — an official Saudi government announcement.

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